Leslie E. Christian

NORTHSTAR ASSET MANAGEMENT

Seattle, WA

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CRD#: 703407

Professional summary

Leslie Ellayne Christian is a registered financial advisor currently at NORTHSTAR ASSET MANAGEMENT INC located in Seattle, Washington.

Leslie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Leslie has worked at 8 firms and has passed the Series 63, Series 65, Series 6, Series 7, Series 15, Series 5 and Series 24 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 Leslie Ellayne Christian'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

November 18, 2024 - Present

NORTHSTAR ASSET MANAGEMENT INC

RIA

CRD#: 107138

Seattle, WA

Past

June 24, 2013 - January 21, 2017

LESLIE E. CHRISTIAN, LLC

RIA

CRD#: 167150

SEATTLE, WA

Past

July 19, 2012 - March 24, 2022

NORTHSTAR ASSET MANAGEMENT INC

RIA

CRD#: 107138

BOSTON, MA

Past

October 4, 2001 - February 27, 2012

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 6, 2000 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

June 10, 1996 - September 12, 2012

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

RIA

CRD#: 107777

SEATTLE, WA

Past

February 28, 1994 - October 6, 1995

MARSH & MCLENNAN SECURITIES CORPORATION

CRD#: 556

NEW YORK, NY

Past

January 29, 1991 - March 30, 1992

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 23, 1980 - March 1, 1988

SALOMON BROTHERS INC.

CRD#: 740

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

Washington
(11/18/2024)

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

Series 63

Date: 1/5/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/4/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/5/2000

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 1/28/1991

General Securities Representative Examination

General Industry/Product Exam

Series 15

Date: 11/17/1982

Foreign Currency Options Examination

General Industry/Product Exam

Series 5

Date: 10/21/1981

Interest Rate Options Examination

Principal/Supervisory Exam

Series 24

Date: 8/26/1987

General Securities Principal 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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Leslie E. Christian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leslie Ellayne Christian's CRS (Customer Relationship Summary).

Certified licenses

Experience

LESLIE E. CHRISTIAN, LLC

NORTHSTAR ASSET MANAGEMENT INC

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

MARSH & MCLENNAN SECURITIES CORPORATION

CETERA WEALTH SERVICES, LLC

SALOMON BROTHERS INC.

Primary Firm SEC Registration

NORTHSTAR ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/5/2000

Series 65

Date: 5/4/1992

Series 6

Date: 1/5/2000

Series 7

Date: 1/28/1991

Series 15

Date: 11/17/1982

Series 5

Date: 10/21/1981

Series 24

Date: 8/26/1987

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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