William Thomas Kaeli
Investment adviser representative at Northstar Asset Management Company, LLC
10 yearsExperience
1 stateRegistered in
$659.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Northstar Asset Management Company, LLCOct 2021 to now
- PNC BankMar 2016 to Oct 2021
- PNC InvestmentsMar 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Northstar Asset Management Company, LLC
$659.8MAssets managed
161Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2663129
- Firm CRD
- 328279