Emily M. Demasi
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.
Emily Marie Demasi, who also goes by Emily Marie Mckinin, Emily Mckinin, was a registered financial professional .
Emily is a previously registered financial professional and started their career in finance in 2006. Emily had worked at 4 firms and has passed the Series 65, Series 63 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 12, 2018 - June 1, 2020
NORTHSTAR ASSET MANAGEMENT INC
July 5, 2017 - April 12, 2018
ZEVIN ASSET MANAGEMENT, LLC
July 24, 2007 - October 3, 2008
TRIAGO
September 4, 2006 - September 18, 2008
TRIAGO LLC
Primary Firm SEC Registration
NORTHSTAR ASSET MANAGEMENT INC
CRD#: 107138 / SEC#: 801-37897
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NORTHSTAR ASSET MANAGEMENT INC
CRD#: 107138 / SEC#: 801-37897
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 493 |
| AUM (Assets Under Management) | $ 727,310,290 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/16/2025 | ||
| 10/24/2024 | ||
| 12/20/2023 | ||
| 02/13/2023 |
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.
