Matthew James Graffagnino
Investment adviser representative at Northstar Investment Advisory LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
10 years in the industry.
- Northstar Investment Advisory LLCMay 2026 to now
- Brightside Benefit, IncJan 2018 to May 2026
- Alpha FiduciaryJun 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Northstar Investment Advisory LLC
$0Assets managed
24,560Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5750456
- Firm CRD
- 315965