John KarleCRD Number: 2425500
Current Firm: Northstar Advisory Group, LLC
John Karle (CRD# 2425500) is an Investment Advisor Representative working at Northstar Advisory Group, LLC in Ridgefield, CT and has over 13 years of experience in the finance industry.
Park Avenue Securities LLC
Equitable Advisors, LLC
Mml Investors Services, LLC
|Northstar Advisory Group, LLC||Ridgefield, CT||Feb 2020 - Current||1|
|Nautilus Capital LLC||Norwood, MA||Mar 2015 - Current||6|
|Bcg Securities, Inc.||Cherry Hill, NJ||Feb 2017 - May 2017||< 1|
|Williams Trading, LLC||Stamford, CT||Dec 2010 - Mar 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
Total Assets Under Management170MILLIONS
Total Number of Accounts498ACCOUNTS
Average Account Value$341,802
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, IL, NJ, PA, SC
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