Matthew J. Graffagnino

NORTHSTAR INVESTMENT ADVISORY

Gilbert, AZ

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CRD#: 5750456

Professional summary

Matthew James Graffagnino, CFP®, who also goes by Matt Graffagnino, is a registered financial advisor currently at NORTHSTAR INVESTMENT ADVISORY LLC located in Gilbert, Arizona.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Graffagnino

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 Matthew James Graffagnino's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 13, 2026 - Present

NORTHSTAR INVESTMENT ADVISORY LLC

RIA

CRD#: 315965

Gilbert, AZ

Past

July 26, 2016 - January 30, 2018

ALPHA FIDUCIARY

RIA

CRD#: 144720

PHOENIX, AZ

Past

January 21, 2015 - February 22, 2018

LEARNVEST PLANNING SERVICES, LLC

RIA

CRD#: 162453

TEMPE, AZ

Past

March 31, 2010 - October 1, 2013

HAVILAND & SAMS, LLC

RIA

CRD#: 127175

FARMINGTON, CT

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".

NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965 / SEC#: 801-122824

RIA

Registered Investment Advisory firm - (12/7/2021 Approved)

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

Arizona
(5/13/2026)

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 65

Date: 3/30/2010

Uniform Investment Adviser Law Examination

Current Firm

NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965 / SEC#: 801-122824

RIA

Registered Investment Advisory firm - (12/7/2021 Approved)

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Contact information

Main Address

8605 Santa Monica Blvd Pmb 65044, West Hollywood, CA 90069

Mailing Address

Phone number

(708) 306-9566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHSTAR INVESTMENT ADVISORY ADV PART 2A FEBRUARY 2026 (2/10/2026)

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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Matthew J. Graffagnino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Graffagnino's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR INVESTMENT ADVISORY LLC

ALPHA FIDUCIARY

LEARNVEST PLANNING SERVICES, LLC

HAVILAND & SAMS, LLC

Primary Firm SEC Registration

NORTHSTAR INVESTMENT ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2010

Current Firm

NORTHSTAR INVESTMENT ADVISORY LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NORTHSTAR INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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