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Leslie Ellayne Christian

Northstar Asset Management, Inc

Boston, MA

Seattle, WA

CRD 703407

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Employer firm

Northstar Asset Management, Inc CRD 107138

$806M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • SOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR, OCIO SERVICES

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

Current Employers
Northstar Asset Management, Inc

2 Harris Avenue, Boston, MA 02130 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-11-18
  • WA RA
    APPROVED
    Since 2024-11-18

Branch Locations

2 Harris Avenue, Boston, MA 02130 • United States

Seattle, WA • 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
Northstar Asset Management Seattle WA 01/2012 Present
Leslie E Christian, Llc Seattle WA 04/2013 12/2016
  • 01/2012 → Present
    Northstar Asset Management
    Seattle, WA
  • 04/2013 → 12/2016
    Leslie E Christian, Llc
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-05
S65 Uniform Investment Adviser Law Examination 1992-05-04
  • S63 Uniform Securities Agent State Law Examination
    2000-01-05
  • S65 Uniform Investment Adviser Law Examination
    1992-05-04
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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