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Erin Donahue

Erin Donahue

NORTHSTAR INVESTMENT ADVISORY LLC
Morris Plains, NJ
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CRD#: 7532348
Erin Donahue

Professional summary

Erin Donahue, CFP®, who also goes by Erin O'malley, is a registered financial advisor currently at NORTHSTAR INVESTMENT ADVISORY LLC located in Morris Plains, New Jersey.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Erin has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erin O'malley

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 Erin Donahue'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: 2018

Experience

Current

April 25, 2022 - Present

NORTHSTAR INVESTMENT ADVISORY LLC

RIA
CRD#: 315965
Morris Plains, NJ

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".
NI
NORTHSTAR INVESTMENT ADVISORY LLC
NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965 / SEC#: 801-122824

RIA
Registered Investment Advisory firm - (12/7/2021 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
New Jersey
(4/25/2022)

Exams

Current Firm

NI
NORTHSTAR INVESTMENT ADVISORY LLC
NORTHSTAR INVESTMENT ADVISORY LLC

CRD#: 315965 / SEC#: 801-122824

RIA
Registered Investment Advisory firm - (12/7/2021 Approved)
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Contact information

Main Address
8605 Santa Monica Blvd Pmb 65044, West Hollywood, CA 90069
Mailing Address
Phone number
(310) 896-8197
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (48 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

NORTHSTAR ADV PART 2A OCTOBER 24, 2025 (10/24/2025)

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 ADVISORY LLC

CRD#: 315965Morris Plains, NJ

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