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United States
2003 (23 Years)
Last online: No recent activity
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know NorthStar Financial Services Group, LLC
Company Information
Get to know NorthStar Financial Services Group, LLC
Founded in 2003 and headquartered in Omaha, Nebraska, NorthStar Financial Services Group, LLC grew into a significant B2B service provider for the financial services industry. It was a privately held holding company for several specialized businesses, most notably Orion Advisor Services (a tech platform for advisors), CLS Investments (an asset manager), and Gemini Fund Services (providing administration and accounting for pooled investment vehicles). In 2018, private equity firm TA Associates acquired a majority stake in the company. This led to a strategic consolidation and rebranding in 2020, where NorthStar and its subsidiaries were unified under a single brand: Orion Advisor Solutions, reflecting its core focus on providing a comprehensive, integrated technology and services platform for wealth managers and financial advisors.
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