Jeremiah D. Gallington

NORTHSTAR ASSET MANAGEMENT

Boston, MA 02130

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CRD#: 6062321

Professional summary

Jeremiah Dallas Gallington is a registered financial advisor currently at NORTHSTAR ASSET MANAGEMENT INC located in Boston, Massachusetts.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremiah has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Dallas Gallington'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®

None

Experience

Current

March 5, 2024 - Present

NORTHSTAR ASSET MANAGEMENT INC

Office #1: 2 Harris Avenue, Boston, MA 02130

RIA

CRD#: 107138

Boston, MA

Past

July 7, 2022 - October 19, 2023

CABLE HILL PARTNERS, LLC

RIA

CRD#: 168252

PORTLAND, OR

Past

May 23, 2018 - June 27, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Past

September 22, 2014 - April 3, 2018

NATIXIS ADVISORS, LLC

RIA

CRD#: 106800

BOSTON, MA

Past

September 12, 2014 - April 3, 2018

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

June 27, 2013 - April 14, 2014

MORGAN STANLEY

RIA

CRD#: 149777

BOSTON, MA

Past

June 3, 2013 - April 14, 2014

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

August 3, 2012 - April 10, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

WALTHAM, 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".

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.

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
(3/5/2024)

IAR

Texas
(11/8/2024)

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: 6/27/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/4/2013

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/31/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (13 States and Territories)

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 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	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.

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Jeremiah D. Gallington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Dallas Gallington's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABLE HILL PARTNERS, LLC

FISHER INVESTMENTS

NATIXIS ADVISORS, LLC

NATIXIS DISTRIBUTION, LLC

MORGAN STANLEY

MORGAN STANLEY

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

NORTHSTAR ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2013

Series 63

Date: 10/11/2012

SIE

Date: 4/3/2018

Series 31

Date: 10/4/2013

Series 7

Date: 5/31/2013

Series 6

Date: 8/2/2012

Current Firm

NORTHSTAR ASSET MANAGEMENT INC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NORTHSTAR ASSET MANAGEMENT INC

TRUST BUT VERIFY

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