Lynne T. Nahigyan
NORTHSTAR FINANCIAL COMPANIES
Mattapoisett, MA 02739
Some features on this profile are disabled
CRD#: 4771565
Professional summary
Lynne T Nahigyan, CFP® is a registered financial advisor currently at NORTHSTAR FINANCIAL COMPANIES, INC. located in Mattapoisett, Massachusetts.
Lynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Lynne has worked at 2 firms .
Question & Answer
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lynne T Nahigyan'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®
Experience
Current
July 17, 2024 - Present
NORTHSTAR FINANCIAL COMPANIES, INC.
Office #1: 109 Fairhaven Rd Suite F, Mattapoisett, MA 02739RIA
CRD#: 119396
Mattapoisett, MA
Past
April 2, 1997 - July 24, 2024
SEAMARK FINANCIAL SERVICES, INC.
RIA
CRD#: 125604
MATTAPOISETT, MA 02739, 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".
NF
NORTHSTAR FINANCIAL COMPANIES, INC.
AUGUST HERMAN NIEMEYER | THE NIEMEYER GROUP, INC. | THE NIEMEYER GROUP | NORTHSTAR FINANCIAL GROUP | NORTHSTAR FINANCIAL COMPANIES, INC. | KENSINGTON MANAGEMENT
CRD#: 119396 / SEC#: 801-115004
RIA
Registered Investment Advisory firm - (4/12/2019 Approved)Colorado
Registered Investment Advisory firm - (4/24/2019 Terminated)Connecticut
Registered Investment Advisory firm - (4/23/2019 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2005 Terminated)Florida
Registered Investment Advisory firm - (4/22/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (4/22/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (5/15/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/22/2019 Terminated)Rhode Island
Registered Investment Advisory firm - (4/22/2019 Terminated)Texas
Registered Investment Advisory firm - (4/22/2019 Terminated)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
Massachusetts(7/17/2024)
Exams
Current Firm
NF
NORTHSTAR FINANCIAL COMPANIES, INC.
AUGUST HERMAN NIEMEYER | THE NIEMEYER GROUP, INC. | THE NIEMEYER GROUP | NORTHSTAR FINANCIAL GROUP | NORTHSTAR FINANCIAL COMPANIES, INC. | KENSINGTON MANAGEMENT
CRD#: 119396 / SEC#: 801-115004
RIA
Registered Investment Advisory firm - (4/12/2019 Approved)Colorado
Registered Investment Advisory firm - (4/24/2019 Terminated)Connecticut
Registered Investment Advisory firm - (4/23/2019 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2005 Terminated)Florida
Registered Investment Advisory firm - (4/22/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (4/22/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (5/15/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/22/2019 Terminated)Rhode Island
Registered Investment Advisory firm - (4/22/2019 Terminated)Texas
Registered Investment Advisory firm - (4/22/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1201 E. Hector St, Conshohocken, PA 19428
Mailing Address
Phone number
(610) 629-6100
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,303 |
| AUM (Assets Under Management) | $ 443,347,000 |
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 FINANCIAL COMPANIES, INC.
CRD#: 119396Mattapoisett, MA 02739TRUST BUT VERIFY
Monitor Lynne Nahigyan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
