Advisors at this firm
Jeffrey S
Series 63, Series 65
Mount Pleasant, SC
Northstar Advisory Group, LLC
Jeffrey Silverman is a financial advisor at Northstar Advisory Group, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase & Co., Citizens Financial Group, and Bank of America. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and uses proprietary model portfolios that combine diversified ETFs with individual stocks and bonds, applying multiple analytical approaches with a long-term orientation.
Robert K
CFP®, Series 63, Series 65
Tampa, FL
Northstar Advisory Group, LLC
Robert Kernan Jr. is a CFP® professional with 32 years of experience in the financial industry. He is currently with Northstar Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Triad Hybrid Solutions, LLC, Triad Advisors, LLC, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the BayPointe Subdivision Homeowners Association in Tampa, FL. Northstar Advisory Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs a proprietary investment approach that blends diversified ETFs, individual securities, and multiple analytical methods with a long-term orientation.
Michael R
Series 66
New Hope, PA
Northstar Advisory Group, LLC
Michael Rosen is a financial advisor with Northstar Advisory Group, LLC in New Hope, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Northstar Advisory Group in 2020, he worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2018 to 2020, and at BCG Securities, Inc. from 2015 to 2018. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs proprietary model portfolios that combine low-cost ETFs with individual stocks and bonds, using a mix of fundamental, technical, cyclical, charting, and quantitative analysis.