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Rachel Nicole Decarolis

Northstar Financial Planning, LLC

Windham, NH

CRD 6482778

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Employer firm

Northstar Financial Planning, LLC CRD 117205

$276M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Northstar Financial Planning, Llc

112 Range Road, Windham, NH 03087 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-12-15
  • NH RA
    APPROVED
    Since 2017-12-15

Branch Locations

112 Range Road, Windham, NH 03087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perennial Advisors Group, Llc Westford MA 08/2015 11/2017
Northstar Financial Planning, Inc. Windham NH 11/2017 10/2020
Northstar Financial Planning, Llc Windham NH 10/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-07
  • S65 Uniform Investment Adviser Law Examination
    2015-08-07
Designations
  • Certified Financial Planner
Other Names
  • Rachel Stafford

View on SEC IAPD

Nearby Firms

TRINEXUS CAPITAL, LLC
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES

Nearby Investors

BRADFORD SCOT GREENLEAF
Kristina Marie Nissen
BRIAN S GLICK

Nearby Offices

TRINEXUS CAPITAL, LLC · WINDHAM, NH
FOCUS PARTNERS WEALTH, LLC · Windham, NH
EDWARD JONES · WINDHAM, NH

More in Windham, NH

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