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RZ

Robert B. Zevin

Some features on this profile are disabled
CRD#: 4367618
RZ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Brooke Zevin was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1998. Robert had worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 31, 2018 - June 15, 2021

NORTHSTAR ASSET MANAGEMENT INC

RIA
CRD#: 107138
BOSTON, MA
Past

October 3, 2012 - April 12, 2018

ZEVIN ASSET MANAGEMENT, LLC

RIA
CRD#: 165269
BOSTON, MA
Past

January 6, 1998 - November 12, 2012

ZEVIN ASSET MANAGEMENT, LLC

RIA
CRD#: 108151
NEWBURYPORT, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NORTHSTAR ASSET MANAGEMENT INC
NORTHSTAR ASSET MANAGEMENT INC

CRD#: 107138 / SEC#: 801-37897

RIA
Registered Investment Advisory firm - (12/7/1990 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

NA
NORTHSTAR ASSET MANAGEMENT INC
NORTHSTAR ASSET MANAGEMENT INC

CRD#: 107138 / SEC#: 801-37897

RIA
Registered Investment Advisory firm - (12/7/1990 Approved)
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Contact information

Main Address
2 Harris Avenue, Boston, MA 02130
Mailing Address
Po Box 301840, Boston, MA 02130
Phone number
(617) 522-2635
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHSTAR ASSET MANAGEMENT ADV PARTS 2A BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts493
AUM (Assets Under Management)$ 727,310,290

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/16/2025
Cover Page
Report
10/24/2024
Cover Page
Report
12/20/2023
Cover Page
Report
02/13/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

NORTHSTAR ASSET MANAGEMENT INC

CRD#: 107138

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