Member · Northstar Financial Planning, LLC
Alexa F. Darbe
CRD 5377652 · Named on Form ADV at one SEC-registered adviser
At a glance
Northstar Financial Planning, LLC, an SEC-registered wealth manager based in Windham, NH with $276 million in regulatory assets, lists Alexa F. Darbe on its Form ADV as Member.
Firms and roles
- Northstar Financial Planning, LLCMemberWealth manager · Windham, NH · $276M in regulatory assets
AtlasMembers
Alexa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robin A. YoungManaging Member/chief Compliance Officer, Northstar Financial Planning, LLC
- Rachel N. DecarolisMember, Northstar Financial Planning, LLC
- Julie E. FortinWealth Manager, Member, Northstar Financial Planning, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.