# NORTHSTAR ADVISORY GROUP, LLC

NORTHSTAR ADVISORY GROUP, LLC of NORTHFIELD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 306850
- Type: SEC-registered investment adviser
- SEC file number: 801-118179
- Location: 1555 ZION ROAD, SUITE 204, NORTHFIELD, NJ, 08225
- Phone: 833-226-0400
- Latest filing: 2026-03-06
- Regulatory AUM: $377.0M
- Discretionary AUM: $377.0M
- Clients: 9
- Accounts: 866

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Michael Adam Rosen | MANAGING DIRECTOR  - CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | — |
| Robert Francis Kernan | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | — |
| ROSEN MICHAEL ADAM | MANAGING DIRECTOR  - CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| KARLE JOHN CHRISTOPHER | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | — |
| KERNAN ROBERT FRANCIS | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST; MANAGING DIRECTOR, FINANCIAL PLANNING SPECIALIST; MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306850/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306850/similar
- Related entities: https://search.stillhousedata.com/firm/306850/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306850

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.