Unclaimed Profile

William Thomas Kaeli Jr

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC·BLUE BELL, Pennsylvania

SIE, Series 7, Series 55, Series 63, Series 65Clean record21 years registeredNORTHSTAR ASSET MANAGEMENT COMPANY, LLC

488 NORRISTOWN ROAD, BLUE BELL, PA 19422CRD# 2663129Firm CRD# 328279

Profile Verification

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

Identity

William Thomas Kaeli Jr · BLUE BELL, PA

Registration

CRD #2663129 · NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · 21 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

Feb 2024 – present

NORTHSTAR ASSET MANAGEMENT LLC

Feb 2022 – Feb 2024

BLUE BELL, PA

PNC INVESTMENTS

Jun 2016 – Dec 2018

Philadelphia, PA

OPPENHEIMER & CO. INC.

Feb 2012 – May 2016

PHILADELPHIA, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2005 – Jan 2012

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · January 26, 2005

Years registered · 21

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 William Thomas Kaeli Jr offer?

William Thomas Kaeli Jr specializes in Investment Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are William Thomas Kaeli Jr's credentials?

William Thomas Kaeli Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Thomas Kaeli Jr located?

William Thomas Kaeli Jr 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 William Thomas Kaeli Jr charge for services?

William Thomas Kaeli Jr'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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