AUMdb

Northern Capital Securities Corporation

State-registered Broker-Dealer (Dually Registered) · Boutique (under $100M) CRD 40659 · North Andover, MA · www.linkedin.com
☆ Save with Pro ADV data as of Jan 07, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
15

People (9)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
David Grant Oldaker Registered representative Feb 2017 (10y)
Stephen Gilbert Rye Registered representative Feb 2017 (10y)
Manfred Theodor Beckmann Registered representative Feb 2017 (10y)
Maurice Jason Kauff Registered representative Apr 2017 (9y)
Jason Daniel Stuck Registered representative CFA Aug 2017 (9y)
Robert Edward Pickett Registered representative CFA Mar 2020 (6y)
William David Harwood Registered representative Jul 2020 (6y)
Dylan Jacob Fernandez Registered representative Feb 2023 (3y)
James Albert Tietze Registered representative Mar 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/07/2026 1.06 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.

View current Form ADV (SEC/IAPD) ↗