Unclaimed Profile

Robert Francis Kernan

NORTHSTAR ADVISORY GROUP, LLC·NORTHFIELD, New Jersey

SIE, Series 3, Series 7, Series 63, Series 65CFPClean record24 years registeredNORTHSTAR ADVISORY GROUP, LLC

1555 ZION ROAD, NORTHFIELD, NJ 08225CRD# 2362188Firm CRD# 306850

Profile Verification

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

Identity

Robert Francis Kernan · NORTHFIELD, NJ

Registration

CRD #2362188 · NORTHSTAR ADVISORY GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR ADVISORY GROUP, LLC

Mar 2020 – present

TRIAD HYBRID SOLUTIONS, LLC

Jul 2016 – Jul 2020

Northfield, NJ

WELLS FARGO ADVISORS, LLC

Jul 2003 – Jul 2016

LINWOOD, NJ

PRUDENTIAL SECURITIES INCORPORATED

Jul 2002 – Jul 2003

LINWOOD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 2, 2002

Years registered · 24

Professional designation · CFP

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 Robert Francis Kernan offer?

Robert Francis Kernan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, New Jersey for a consultation.

What are Robert Francis Kernan's credentials?

Robert Francis Kernan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Francis Kernan located?

Robert Francis Kernan is based in NORTHFIELD, New Jersey, working with NORTHSTAR ADVISORY GROUP, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Robert Francis Kernan charge for services?

Robert Francis Kernan'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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