Jeffrey D. Starr
Professional summary
Jeffrey D Starr, who also goes by Jeffrey Starr, is a registered financial advisor currently at STANSBERRY ASSET MANAGEMENT, LLC located in Clifton Park, New York.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey D Starr's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2023 - Present
STANSBERRY ASSET MANAGEMENT, LLC
Office #1: 7 Southside Drive Suite 204, Clifton Park, NY 12065January 17, 2020 - November 5, 2021
NYLIFE SECURITIES LLC
August 24, 2016 - November 25, 2019
CITIZENS SECURITIES, INC.
March 3, 2016 - November 25, 2019
CITIZENS SECURITIES, INC.
July 28, 2015 - February 26, 2016
SANTANDER SECURITIES LLC
January 8, 2015 - July 2, 2015
CITIZENS SECURITIES, INC.
Primary Firm SEC Registration
STANSBERRY ASSET MANAGEMENT, LLC
CRD#: 282103 / SEC#: 801-107061
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2023)
(1/5/2023)
(1/3/2025)
Exams
Current Firm
STANSBERRY ASSET MANAGEMENT, LLC
CRD#: 282103 / SEC#: 801-107061
Contact information
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,164 |
| AUM (Assets Under Management) | $ 1,049,018,025 |
Red Flags
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