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William Thomas Kaeli

Northstar Asset Management Company, LLC

Blue Bell, PA

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Current Employers
Northstar Asset Management Company, Llc

488 Norristown Road Suite 142, Blue Bell, PA 19422 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-18
  • PA RA
    APPROVED
    Since 2024-02-18

Branch Locations

488 Norristown Road Suite 142, Blue Bell, PA 19422 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 03/2016 10/2021
Pnc Bank Philadelphia PA 03/2016 10/2021
Northstar Asset Management, Llc Blue Bell PA 10/2021 02/2024
Northstar Asset Management Company, Llc Blue Bell PA 02/2024 Present
  • 03/2016 → 10/2021
    Pnc Investments
    Pittsburgh, PA
  • 03/2016 → 10/2021
    Pnc Bank
    Philadelphia, PA
  • 10/2021 → 02/2024
    Northstar Asset Management, Llc
    Blue Bell, PA
  • 02/2024 → Present
    Northstar Asset Management Company, Llc
    Blue Bell, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-25
S63 Uniform Securities Agent State Law Examination 1995-12-15
  • S65 Uniform Investment Adviser Law Examination
    2005-01-25
  • S63 Uniform Securities Agent State Law Examination
    1995-12-15
Other Names
  • William Thomas Kaeli
  • William Kaeli Jr
  • William Thomas Kaeli Jr

View on SEC IAPD

Other Firms

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
COOMBS WEALTH ADVISORY, LLC
JANNEY MONTGOMERY SCOTT LLC
PERSIMMON CAPITAL MANAGEMENT

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MICHAEL PATRICK WEBER
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JON PHILIP MICHAEL SOBOTKIN
Joshua David Pearson
Alex LaRosa
David James Lorditch
HENRY WILLIAM FOX
DANIEL LEVINSON

Other Offices

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
COOMBS WEALTH ADVISORY, LLC · BLUE BELL, PA

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