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Amanda Mishaela Albright

Amanda M. Albright

LODESTAR PRIVATE ASSET MANAGEMENT LLC
Alamo, CA 94507
Some features on this profile are disabled
CRD#: 7404524
Amanda Mishaela Albright

Professional summary

Amanda Mishaela Albright, CFP®, who also goes by Mishaela Albright, is a registered financial advisor currently at LODESTAR PRIVATE ASSET MANAGEMENT LLC located in Alamo, California.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Amanda has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mishaela Albright

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 Amanda Mishaela Albright'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

May 18, 2022 - Present

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Office #1: 3201 Danville Blvd Suite 275, Alamo, CA 94507
RIA
CRD#: 107638
Alamo, CA
Past

June 29, 2021 - April 14, 2022

BROOKLYN FI, LLC

RIA
CRD#: 292115
San Diego, CA

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".
LP
LODESTAR PRIVATE ASSET MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC | RETIREMENT BENEFITS PLANNING LLC | RETIREMENT BENEFITS PLANNING

CRD#: 107638 / SEC#: 801-37511

RIA
Registered Investment Advisory firm - (10/11/1990 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
California
(3/24/2025)

Exams

Current Firm

LP
LODESTAR PRIVATE ASSET MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC | RETIREMENT BENEFITS PLANNING LLC | RETIREMENT BENEFITS PLANNING

CRD#: 107638 / SEC#: 801-37511

RIA
Registered Investment Advisory firm - (10/11/1990 Approved)
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Contact information

Main Address
3201 Danville Blvd Suite 275, Alamo, CA 94507
Mailing Address
Phone number
(925) 838-1234
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LODESTAR ADV PART 2A & 2B - JANUARY 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts1,809
AUM (Assets Under Management)$ 1,115,962,886

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

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD#: 107638Alamo, CA 94507

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