CRD: 306850
Northstar Advisory Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-06-2020
- Office Locations
- 3
Office Locations
About Northstar Advisory Group, LLC
NorthStar Advisory Group is an independent RIA delivering goals-based financial planning and ongoing portfolio management, built around clients’ numbers, money mindset, and family dynamics. The team serves individuals and business owners, including retirees and entrepreneurs, with asset-allocation and risk-managed portfolios using ETFs and mutual funds. Conflict-free advice and a responsive client service model; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT FRANCIS KERNAN JR
Chief Compliance Officer
- CRD
- #2362188
- Ownership
- Less than 5%
MICHAEL ADAM ROSEN
Managing Director
- CRD
- #4437494
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY ADAM SILVERMAN
Financial Professional
- CRD
- #4386157
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,038,369 | $435,379 |
| Non-Discretionary | $0 | -- |
| Total | $377,038,369 | $435,379 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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