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Jeremiah Dallas Gallington

Northstar Asset Management Inc.

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About Jeremiah Dallas Gallington

Jeremiah Dallas Gallington is an investment advisor representative at Northstar Asset Management Inc.. Jeremiah has been in the industry for more than a decade, working with individuals, families, and institutions. Jeremiah has experience in a variety of investment areas including socially responsible investing and shareholder advocacy. Jeremiah has Series 6, 7, 31, and 65 licenses, as well as a Series 63 license.

Firm Information

Jeremiah Gallington is currently registered with Northstar Asset Management Inc.. Northstar Asset Management Inc. is a Boston, MA-based Registered Investment Adviser specializing in socially responsible investing and shareholder advocacy. With over $699 million in regulatory assets under management, they serve a diverse clientele, including charitable organizations, high-net-worth individuals, corporations, and individuals. Their services include portfolio management for individuals, educational seminars, and the publication of periodicals.
Northstar Asset Management Inc.

2 HARRIS AVENUE

BOSTON, MA 02130

$699.26M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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socially responsible investing, shareholder advocacy, budgeting

Socially responsible investing, shareholder advocacy, budgeting

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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Jeremiah Gallington’s Registration & Firm History

MA

03/05/2024 - Present

Northstar Asset Management Inc. (BOSTON MA)

MA

09/12/2014 - 04/03/2018

NATIXIS DISTRIBUTION, L.P. (BOSTON MA)

MA

06/03/2013 - 04/14/2014

MORGAN STANLEY (BOSTON MA)

MA

08/03/2012 - 04/10/2013

NYLIFE SECURITIES LLC (WALTHAM MA)

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Licenses & Designations

IA

Issued 06/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 05/31/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremiah Dallas Gallington.
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