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Fourstar Wealth Advisors, LLC CRD 169613
$1.42B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-30 |
Branch Locations
1341 Hamburg Tpke Suite 2-7, Wayne, NJ 07470 • United States
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Paramus | NJ | 06/2009 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2018 |
| Cantella & Co., Inc. | Boston | MA | 01/2018 | 11/2022 |
| Fourstar Wealth Advisors, Ll | Chicago | IL | 11/2022 | Present |
Insurance sales- Agent. Selling various lines of non securities insurance products. About 4 hours a month are devoted to this, all during trading hours. Start date: 9/20/18.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
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