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Bryan P Principe

Fourstar Wealth Advisors, LLC

Providence, RI

Chicago, IL

CRD 3234627

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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
RI RA APPROVED 2019-11-12
  • RI RA
    APPROVED
    Since 2019-11-12

Branch Locations

225 Dyer Street, Providence, RI 02903 • United States

1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • 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
Fourstar Wealth Advisors, Llc Chicago IL 02/2019 Present
Fieldstone Financial Management Group Foxboro MA 10/2016 02/2019
City Of Providence Providence RI 01/2011 01/2019
  • 02/2019 → Present
    Chicago, IL
  • 10/2016 → 02/2019
    Fieldstone Financial Management Group
    Foxboro, MA
  • 01/2011 → 01/2019
    City Of Providence
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-11
S66 Uniform Combined State Law Examination 2000-04-17
  • S65 Uniform Investment Adviser Law Examination
    2019-04-11
  • S66 Uniform Combined State Law Examination
    2000-04-17

View on SEC IAPD

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