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Jeffrey D Starr

Stansberry Asset Management, LLC

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About Jeffrey D Starr

Jeffrey Starr is a registered investment advisor representative with Stansberry Asset Management, LLC, a firm based in Westlake, Texas. Jeffrey is licensed to provide investment advice in California and New York. He has been in the industry since 2014, and holds the Series 63, Series 65, and SIE licenses. Jeffrey has been with Stansberry Asset Management, LLC since 2021. Previously, Jeffrey worked at NYLIFE Securities LLC, Citizens Securities, Inc., and Santander Securities LLC. Jeffrey specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Jeffrey Starr is currently registered with Stansberry Asset Management, LLC. Stansberry Asset Management, LLC is a registered investment advisor with approximately $875.53 million in regulatory assets under management. Located in Westlake, TX, the firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm has 20 investment advisor representatives and six investment advisory functions.
Stansberry Asset Management, LLC

1600 SOLANA BOULEVARD

WESTLAKE, TX 76262

$875.53M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Starr’s Registration & Firm History

NY

01/05/2023 - Present

Stansberry Asset Management, LLC (New York NY)

NY

01/17/2020 - 11/05/2021

NYLIFE SECURITIES LLC (LATHAM NY)

NY

03/03/2016 - 11/25/2019

CITIZENS SECURITIES, INC. (LATHAM NY)

MA

07/28/2015 - 02/26/2016

SANTANDER SECURITIES LLC (NEWTON MA)

MA

01/08/2015 - 07/02/2015

CITIZENS SECURITIES, INC. (W. ROXBURY MA)

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Licenses & Designations

IA

Issued 01/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey D Starr.
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