Jeremy
St. Clair

Northeastern Star Asset Management, Inc

CRD#6452199
Investment Advisor
in Lemoyne, PA

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About this Advisor

Jeremy St. Clair is a financial advisor who works out of Lemoyne, Pennsylvania who has 7 years of relevant experience. St. Clair currently works for Northeastern Star Asset Management, Inc. St. Clair has gained experience at Northeastern Star Asset Management, Inc and Jeremy St. Clair, Cpa, P.C. St. Clair is registered to serve investors in Pennsylvania. Northeastern Star Asset Management, Inc is a financial advisory firm that has its headquarters in Lemoyne, PA. It oversees $185 million in assets under management among its 798 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 798 customer accounts, 20% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on the type of financial services provided. Fees billed by Northeastern Star Asset Management, Inc most likely include 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

Jeremy St. Clair Work History

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

2016 - Present (8 years)

Northeastern Star Asset Management, Inc

2008 - Present (16 years)

Jeremy St. Clair, Cpa, P.C

*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 Jeremy St. Clair 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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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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