Paige E. Ryan

NORTHSTAR ASSET MANAGEMENT

Charlottesville, VA

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CRD#: 7046738

Professional summary

Paige Eleanor Ryan is a registered financial advisor currently at NORTHSTAR ASSET MANAGEMENT INC located in Charlottesville, Virginia.

Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paige has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

Board of Directors; Common Ground Healing Arts; Advisory Committee; Charlottesville, VA 22903; Not Investment Related; April 2021; 1-9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Eleanor Ryan'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

October 4, 2022 - Present

NORTHSTAR ASSET MANAGEMENT INC

RIA

CRD#: 107138

Charlottesville, VA

Past

September 2, 2021 - September 20, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHARLOTTESVILLE, VA

Past

March 29, 2021 - September 20, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHARLOTTESVILLE, VA

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
(1/3/2023)

IAR

Texas
(11/8/2024)

IAR

Virginia
(10/4/2022)

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: 8/30/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/29/2020

Securities Industry Essentials 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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Paige E. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Eleanor Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR ASSET MANAGEMENT INC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

NORTHSTAR ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2021

Series 7TO

Date: 3/29/2021

SIE

Date: 10/29/2020

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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