David A. Thompson

NORTHSTAR INVESTMENT PARTNERS

Alpharetta, GA 30005

CRD#: 5493403

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Professional summary

David Andrew Thompson, who also goes by Drew Thompson, is a registered financial advisor currently at NORTHSTAR INVESTMENT PARTNERS located in Alpharetta, Georgia and NORTHSTAR INVESTMENT PARTNERS located in Alpharetta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Thompson

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) - RIA

Click below to view David Andrew Thompson'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

March 2, 2026 - Present

NORTHSTAR INVESTMENT PARTNERS

Office #1: 3255 North Point Parkway Suite 103, Alpharetta, GA 30005

RIA

CRD#: 127432

Alpharetta, GA

Current

May 1, 2026 - Present

NORTHSTAR INVESTMENT PARTNERS

Office #1: 3255 North Point Pkwy Ste 103, Alpharetta, GA 30005

RIA

CRD#: 340596

ALPHARETTA, GA

Past

April 22, 2024 - February 25, 2025

GEORGIA ADVISORY GROUP LLC

RIA

CRD#: 306815

ALPHARETTA, GA

Past

September 5, 2023 - December 21, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Alpharetta, GA

Past

March 20, 2023 - December 21, 2023

MORGAN STANLEY

CRD#: 149777

Alpharetta, GA

Past

February 7, 2011 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

Alpharetta, GA

Past

May 11, 2009 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

Alpharetta, GA

Past

December 12, 2008 - April 24, 2009

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

ALPHARETTA, GA

Past

November 12, 2008 - April 24, 2009

INVESTACORP, INC.

CRD#: 7684

ALPHARETTA, GA

Past

September 24, 2008 - October 27, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ALPHARETTA, GA

Past

August 27, 2008 - October 27, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ALPHARETTA, GA

Past

June 10, 2008 - July 14, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ALPHARETTA, GA

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

Georgia
(3/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/2008

General Securities Representative Examination

Current Firm

NORTHSTAR INVESTMENT PARTNERS

NORTHSTAR INVESTMENT PARTNERS | STOEHR ADVICE LLC

CRD#: 340596 / SEC#:

Georgia

Registered Investment Advisory firm - (5/1/2026 Approved)

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Contact information

Main Address

3255 North Point Pkwy Ste 103, Alpharetta, GA 30005

Mailing Address

Phone number

(770) 559-6220

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	78
AUM (Assets Under Management)	$ 37,500,000

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.

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Advisor Monitoring

Firm Stability Insights

David A. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR INVESTMENT PARTNERS

GEORGIA ADVISORY GROUP LLC

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/18/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/9/2008

Current Firm

NORTHSTAR INVESTMENT PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORTHSTAR INVESTMENT PARTNERS

TRUST BUT VERIFY

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