Unclaimed Profile

John Christopher Karle

NORTHSTAR ADVISORY GROUP, LLC·NORTHFIELD, New Jersey

SIE, Series 7, Series 55, Series 63CFAClean record6 years registeredNORTHSTAR ADVISORY GROUP, LLC

1555 ZION ROAD, NORTHFIELD, NJ 08225CRD# 2425500Firm CRD# 306850

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Christopher Karle · NORTHFIELD, NJ

Registration

CRD #2425500 · NORTHSTAR ADVISORY GROUP, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHSTAR ADVISORY GROUP, LLC

NORTHSTAR ADVISORY GROUP, LLC

Mar 2020 – Sep 2023

Ridgefield, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Registration record

First registered · March 6, 2020

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR ADVISORY GROUP, LLC

CRD 306850 · SEC 801-118179

AUM

$253M

Regulatory assets under management

Employees

703 client accounts

Services offered by NORTHSTAR ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHSTAR ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Christopher Karle offer?

John Christopher Karle specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Christopher Karle's credentials?

John Christopher Karle holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Christopher Karle located?

John Christopher Karle is based in NORTHFIELD, New Jersey, last registered with NORTHSTAR ADVISORY GROUP, LLC.

How does John Christopher Karle charge for services?

John Christopher Karle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR ADVISORY GROUP, LLC?

NORTHSTAR ADVISORY GROUP, LLC has approximately 4 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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