Unclaimed Profile

John Gerard Carson

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC·BLUE BELL, Pennsylvania

Series 3, Series 7, Series 8, Series 63, Series 65, Series 66Clean record25 years registeredNORTHSTAR ASSET MANAGEMENT COMPANY, LLC

488 NORRISTOWN ROAD, BLUE BELL, PA 19422CRD# 1747733Firm CRD# 328279

Profile Verification

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

Identity

John Gerard Carson · BLUE BELL, PA

Registration

CRD #1747733 · NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · 25 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

Feb 2024 – present

NORTHSTAR ASSET MANAGEMENT LLC

Dec 2019 – Feb 2024

BLUE BELL, PA

OPPENHEIMER & CO. INC.

Mar 2012 – Apr 2013

PHILADELPHIA, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2001 – Jan 2012

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Series 66

Registration record

First registered · February 8, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

CRD 328279 · SEC 801-129534

AUM

$568M

Regulatory assets under management

Employees

385 client accounts

Services offered by NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NORTHSTAR ASSET MANAGEMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does John Gerard Carson offer?

John Gerard Carson specializes in Investment Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are John Gerard Carson's credentials?

John Gerard Carson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Gerard Carson located?

John Gerard Carson is based in BLUE BELL, Pennsylvania, working with NORTHSTAR ASSET MANAGEMENT COMPANY, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does John Gerard Carson charge for services?

John Gerard Carson'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 ASSET MANAGEMENT COMPANY, LLC?

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC has approximately 6 employees and manages $568M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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