Joshua Grimes-avery
Investment adviser representative at Northstar Financial Companies, Inc.
13 yearsExperience
1 stateRegistered in
$519MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Northstar Financial Companies, Inc.Aug 2026 to now
- Blackrock Investments, LLCAug 2021 to now
- BlackrockSep 2018 to now
- Blackrock Investments, LLCJan 2018 to Sep 2018
- Barnes & NobleJun 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Northstar Financial Companies, Inc.
$519MAssets managed
507Clients
9Advisers
7 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
- 7424820
- Firm CRD
- 119396