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Alexander Stoehr

Alexander Stoehr

NORTHSTAR INVESTMENT PARTNERS
Alpharetta, GA 30005
Some features on this profile are disabled
CRD#: 7335981
Alexander Stoehr

Professional summary

Alexander Stoehr, who also goes by Alex Stoehr, is a registered financial advisor currently at NORTHSTAR INVESTMENT PARTNERS located in Alpharetta, Georgia.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alexander has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Stoehr

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 Alexander Stoehr's 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

April 3, 2025 - Present

NORTHSTAR INVESTMENT PARTNERS

Office #1: 3255 North Point Parkway Suite 103, Alpharetta, GA 30005
RIA
CRD#: 127432
Alpharetta, GA
Past

September 19, 2022 - February 28, 2025

GEORGIA ADVISORY GROUP LLC

RIA
CRD#: 306815
ALPHARETTA, GA
Past

November 4, 2021 - August 22, 2022

FISHER INVESTMENTS

RIA
CRD#: 107342
TAMPA, FL
Past

February 9, 2021 - October 14, 2021

GEORGIA ADVISORY GROUP LLC

RIA
CRD#: 306815
ALPHARETTA, GA

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
Georgia
(4/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2021
Uniform Investment Adviser Law Examination

Current Firm

NI
NORTHSTAR INVESTMENT PARTNERS
GALWAY BAY APPAREL, INC. | TERRY B. PRILLAMAN | NORTHSTAR INVESTMENT PARTNERS, LLC | NORTHSTAR INVESTMENT PARTNERS | MONEY WIZARD FINANCIAL SERVICES, LLC

CRD#: 127432 / SEC#:

Georgia
Registered Investment Advisory firm - (4/17/2015 Approved)
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Contact information

Main Address
3255 North Point Parkway Suite 103, Alpharetta, GA 30005
Mailing Address
Phone number
(770) 855-8620
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 16,000,000

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.

Company Information

NORTHSTAR INVESTMENT PARTNERS

CRD#: 127432Alpharetta, GA 30005

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