Erin Donahue
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, LLCNov 2019 to now
- Ziff Capital PartnersSep 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7532348
- Firm CRD
- 315965