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David Hugh Bindelglass

Fourstar Wealth Advisors, LLC

Wayne, NJ

Chicago, IL

CRD 3201389

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Employer firm

Fourstar Wealth Advisors, LLC CRD 169613

$1.42B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Fourstar Wealth Advisors, Llc

1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-11-30
  • NJ RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 06/2009 → 01/2018
    Morgan Stanley Smith Barney
    Paramus, NJ
  • 01/2015 → 01/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2018 → 11/2022
    Cantella & Co., Inc.
    Boston, MA
  • 11/2022 → Present
    Fourstar Wealth Advisors, Ll
    Chicago, IL
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-15
S63 Uniform Securities Agent State Law Examination 1999-04-09
  • S65 Uniform Investment Adviser Law Examination
    2004-01-15
  • S63 Uniform Securities Agent State Law Examination
    1999-04-09

View on SEC IAPD

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