Kenneth
Ferrone

Northeastern Star Asset Management, Inc

CRD#2367840
Investment Advisor
in Lemoyne, PA

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About this Advisor

Kenneth Ferrone is a chartered financial analyst operating in Lemoyne, Pennsylvania with 9 years of relevant experience. Ferrone works at Northeastern Star Asset Management, Inc. Over the course of their career, Ferrone has held roles at First Savings Securities (Formerly Papalia Securities), Northeastern Star Asset Management, Inc, Eagleview Advisors (Formerly First Savings Financial Services In and Eagleview Securities, Inc. Ferrone maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Northeastern Star Asset Management, Inc is a firm based out of Lemoyne, PA. It handles $185 million in assets under management across its 798 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 798 customer accounts, 20% are associated with high-net-worth individuals who have greater than $1 million in assets. Northeastern Star Asset Management, Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Northeastern Star Asset Management, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

9 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

Kenneth Ferrone Work History

Kenneth has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Northeastern Star Asset Management, Inc

2015 - 2016 (1 year)

Eagleview Securities, Inc

2014 - 2015 (1 year)

First Savings Securities (Formerly Papalia Securities)

2014 - 2015 (1 year)

First Savings Securities (Formerly Papalia Securities)

2013 - 2014 (1 year)

First Savings Securities (Formerly Papalia Securities)

2013 - 2014 (1 year)

First Savings Securities (Formerly Papalia Securities)

2009 - 2014 (5 years)

Eagleview Advisors (Formerly First Savings Financial Services In

2004 - 2015 (11 years)

First Savings Securities (Formerly Papalia Securities)

*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 Kenneth Ferrone 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
Kenneth Ferrone
Lemoyne, PA
Lillian Crusan
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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