Bradley
Kellett

Northeastern Star Asset Management, Inc

CRD#4885705
Investment Advisor
in Lemoyne, PA

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About this Advisor

Bradley Kellett is a financial advisor working in Lemoyne, Pennsylvania with a total of 7 years of industry experience. Kellett is currently employed by Northeastern Star Asset Management, Inc. During their career, Kellett has held roles at Northeastern Star Asset Management, Inc, First Savings Financial Services, Inc and Larson, Kellett & Associates. Kellett is registered to work in Pennsylvania. Northeastern Star Asset Management, Inc is an advisory company operating out of Lemoyne, PA. It has $185 million in total assets across its 798 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 798 client accounts, 20% belong to high-net-worth investors who have at least $1 million in investable assets. Northeastern Star Asset Management, Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on the type of financial services provided. However, fee types billed by Northeastern Star Asset Management, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1017 Mumma Road Suite 204
Lemoyne, PA 17043

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Northeastern Star Asset Management, Inc Brokerage Details

Total Assets Under Management

$184,880,436

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

798

PA Average: 3,342
Average Account Size

$231,680

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bradley Kellett Work History

Bradley has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Northeastern Star Asset Management, Inc

1993 - Present (31 years)

Larson, Kellett & Associates

2009 - 2015 (6 years)

First Savings Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Kellett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northeastern Star Asset Management, Inc

Jeremy St. Clair
Lemoyne, PA
Paul Dubendorf
Lemoyne, PA
Lillian Crusan
Lemoyne, PA
Kenneth Ferrone
Lemoyne, PA
Bradley Kellett
Lemoyne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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