NORTHSTAR ADVISORY GROUP, LLC

NORTHSTAR ADVISORY GROUP, LLC of NORTHFIELD, NJ is an SEC-registered investment adviser (CRD 306850). Regulatory assets under management: $377.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Michael Adam RosenMANAGING DIRECTOR - CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER
Robert Francis KernanMANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER
ROSEN MICHAEL ADAMMANAGING DIRECTOR - CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER
KARLE JOHN CHRISTOPHERMANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER
KERNAN ROBERT FRANCISMANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST; MANAGING DIRECTOR, FINANCIAL PLANNING SPECIALIST; MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER

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