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Vice President and Chief Compliance Officer · Northstar Asset Management Company, LLC

William T. Kaeli Jr

CRD 2663129 · Named on Form ADV at one SEC-registered adviser

At a glance

Northstar Asset Management Company, LLC, an SEC-registered wealth manager based in Blue Bell, PA with $660 million in regulatory assets, lists William T. Kaeli Jr on its Form ADV as Vice President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John G. CarsonChief Executive Officer, Northstar Asset Management Company, LLC
  • Kristen M. HannanVice President and Director of Client Relations, Northstar Asset Management Company, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.