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John Keith Paoloni

NORTHSTAR ASSET MANAGEMENT LLC·HACKETTSTOWN, New Jersey
SIE, Series 7, Series 24, Series 63, Series 99TOClean record22 years registeredNORTHSTAR ASSET MANAGEMENT LLC
1605 ROUTE 517, HACKETTSTOWN, NJ 07840CRD# 1127270Firm CRD# 129112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Keith Paoloni · HACKETTSTOWN, NJ
Registration
CRD #1127270 · NORTHSTAR ASSET MANAGEMENT LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

OAKBOURNE ADVISORS
Jan 2005 – present
NORTHSTAR ASSET MANAGEMENT LLC
Mar 2004 – Dec 2004
ANDOVER, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · March 24, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHSTAR ASSET MANAGEMENT LLC
CRD 129112 · SEC 801-121388
AUM
$196M
Regulatory assets under management
Employees
9
971 client accounts
Services offered by NORTHSTAR ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTHSTAR ASSET MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does John Keith Paoloni offer?
John Keith Paoloni specializes in Financial Planning, Investment Management. Contact their office in HACKETTSTOWN, New Jersey for a consultation.
What are John Keith Paoloni's credentials?
John Keith Paoloni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Keith Paoloni located?
John Keith Paoloni is based in HACKETTSTOWN, New Jersey, working with NORTHSTAR ASSET MANAGEMENT LLC. Their office serves clients in the HACKETTSTOWN metropolitan area and surrounding communities.
How does John Keith Paoloni charge for services?
John Keith Paoloni's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR ASSET MANAGEMENT LLC?
NORTHSTAR ASSET MANAGEMENT LLC has approximately 9 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSTAR ASSET MANAGEMENT LLC

Andrew Jameson Peters
HACKETTSTOWN, NJ
Christopher Tyler Diederich
HACKETTSTOWN, NJ
Christopher Matthew Griest
HACKETTSTOWN, NJ

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