NORTHSTAR ADVISORY GROUP, LLC
CRD #306850 SEC #801-118179 NORTHFIELD, NJ 833-226-0400
SEC Registered
Total AUM
$334.4M
Discretionary
$334.4M
Employees
7
Clients
1
Accounts
803
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST - CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | NA | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| MORGANBLAKE, LLC | DE | MANAGING MEMBER | E | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MANAGING DIRECTOR - CHIEF MARKET STRATEGIST AND CHIEF COMPLIANCE OFFICER | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MANAGING DIRECTOR - FINANCIAL PLANNING SPECIALIST | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
| ROSEN, MICHAEL, ADAM | I | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KARLE, JOHN, CHRISTOPHER | I | MORGANBLAKE, LLC | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MORGANBLAKE, LLC | C | Control |
| KARLE, JOHN, CHRISTOPHER | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| KERNAN, ROBERT, FRANCIS | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
| ROSEN, MICHAEL, ADAM | I | MORGANBLAKE, LLC | C | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (9)
CA CT FL IL NC NJ NY PA SC
Address
1555 ZION ROADSUITE 204
NORTHFIELD, NJ 08225
United States
Phone: 833-226-0400