William Thomas Kaeli

Employer firm

Northstar Asset Management Company, LLC CRD 328279

$660M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 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

• 2022-02-10 → 2024-02-23
  Northstar Asset Management Llc
  Blue Bell, PA
• 2016-06-02 → 2018-12-06
  Pnc Wealth Management Llc
  Philadelphia, PA
  Hilton Head Island, SC
• 2012-02-21 → 2016-05-04
  Oppenheimer & Co. Inc.
  Philadelphia, PA
• 2005-01-26 → 2012-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  New York, NY
  Philadelphia, PA

Exams

• 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