John Karle, financial advisor Ridgefield CT

John Karle

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for John C. Karle
Phone Number: 833-226-0400
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $341,802
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CT, FL, IL, NJ, PA, SC

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