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TK

Timothy M. Kierstead

NORTHERN STAR ADVISORS LLC
Needham, MA
Some features on this profile are disabled
CRD#: 2105867
TK

Professional summary

Timothy Matthew Kierstead MR., who also goes by Timothy Matthew Kierstead, is a registered financial advisor currently at NORTHERN STAR ADVISORS LLC located in Needham, Massachusetts.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Timothy has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Matthew Kierstead

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Home for Little Wanderers; not investment related; Boston, MA; non-profit--foster care, behavioral health services, etc.; Volunteer; 03/2022; .5 hours/month; .5 hours during securities trading 2. Boston Latin School Association; not investment related; Boston, MA; School association supporting Boston Latin School; Volunteer; 06/2013; .5 hours/month; .5 hours during securities trading 3. Newton Cemetery; Newton MA; cemetery; board member for investment of endowment; 09/20190; 1 hour/month; 1 hour during securities trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Matthew Kierstead MR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 31, 2024 - Present

NORTHERN STAR ADVISORS LLC

RIA
CRD#: 328033
Needham, MA
Past

March 12, 2003 - October 1, 2007

FREEDOM CAPITAL MANAGEMENT LLC

RIA
CRD#: 119780
BOSTON, MA
Past

March 6, 1991 - February 17, 1995

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(1/31/2024)
IAR
Massachusetts
(3/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/1991
General Securities Representative Examination

Current Firm

NS
NORTHERN STAR ADVISORS LLC
NORTHERN STAR ADVISORS LLC | NORTHERN STAR ADVISORS, LLC

CRD#: 328033 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/31/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (3/26/2024 Approved)
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Contact information

Main Address
Darien, CT
Mailing Address
Phone number
(203) 273-5394
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTHERN STAR ADVISORS LLC

CRD#: 328033Needham, MA

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