Robert Francis Kernan

Employer firm

Northstar Advisory Group, LLC CRD 306850

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 06/2020
  Triad Advisors, Llc
  Linwood, NJ
• 07/2016 → 06/2020
  Triad Hybrid Solutions, Llc
  Linwood, NJ
• 03/2020 → Present
  Northstar Advisory Group, Llc
  Northfield, NJ

Previous Registrations

• 2016-07-01 → 2020-07-01
  Osaic Advisory Services, Llc
  Northfield, NJ
  Atlanta, GA
• 2003-07-01 → 2016-07-06
  Wells Fargo Clearing Services, Llc
  Linwood, NJ
  Linwood, NJ
• 2002-07-02 → 2003-07-01
  Prudential Equity Group, Llc
  Linwood, NJ

Other Businesses

BayPointe Subdivision Homeowners Association; Not investment related; 2807 Baypointe Circle, Tampa, FL 33611; Homeowners Association; President; Start date: 11/17/2025; 4 hours per month; Oversee proper functioning of the Homeowners Association and work with other board members to facilitate proper functioning of the Association.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-11
• S65 Uniform Investment Adviser Law Examination
  1994-04-11

Designations

• Certified Financial Planner

Other Names

• Robert Francis Kernan