Chief Operating Officer/chief Compliance Officer · Northstar Asset Management, Inc
Michelle S Graham
CRD 2936036 · Named on Form ADV at one SEC-registered adviser
At a glance
Northstar Asset Management, Inc, an SEC-registered wealth manager based in Boston, MA with $806 million in regulatory assets, lists Michelle S Graham on its Form ADV as Chief Operating Officer/chief Compliance Officer, a control person.
Firms and roles
- Northstar Asset Management, IncChief Operating Officer/chief Compliance OfficerWealth manager · Boston, MA · $806M in regulatory assets
AtlasMembers
Michelle’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
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Julie N. GoodridgeCEO, Founder, Northstar Asset Management, Inc
- Nimrit K. KangChief Investment Officer / CFO, Northstar Asset Management, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.