WILLIAM THOMAS KAELI

WILLIAM THOMAS KAELI is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with NORTHSTAR ASSET MANAGEMENT COMPANY, LLC.

Registration history (5)

FirmFromToCurrent
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC2024-02-18presentYes
NORTHSTAR ASSET MANAGEMENT LLC2022-02-102024-02-23
PNC WEALTH MANAGEMENT2016-06-022018-12-06
OPPENHEIMER & CO. INC.2012-02-212016-05-04
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2005-01-262012-01-03

More