Bradley D. Kellett

NORTHEASTERN STAR ASSET MANAGEMENT

Wormleysburg, PA 17043

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CRD#: 4885705

Professional summary

Bradley David Kellett is a registered financial advisor currently at NORTHEASTERN STAR ASSET MANAGEMENT, INC. located in Wormleysburg, Pennsylvania.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bradley has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

General Partner of LK Realty; investment related; 40 Choate Circle, Montoursville, PA 17754; Real Estate Investments; 4/1/1995; 10 hours/month and all during trading hours. Larson, Kellett & Associates, P.C.; 40 Choate Circle, Montoursville, PA 17754; not investment related; CPA Firm; Owner - Principal; Start Date May 1993; and 220 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley David Kellett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 9, 2016 - Present

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

Office #1: 1017 Mumma Road Suite 105, Wormleysburg, PA 17043

RIA

CRD#: 171891

Wormleysburg, PA

Past

December 3, 2009 - December 14, 2015

PENN INVESTMENT ADVISORS, INC.

RIA

CRD#: 151715

BALA CYNWYD, PA

Past

December 13, 2004 - December 8, 2009

AMP ASSET MANAGEMENT, INC.

RIA

CRD#: 119507

DANVILLE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

CRD#: 171891 / SEC#: 801-80227

RIA

Registered Investment Advisory firm - (8/20/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/9/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

CRD#: 171891 / SEC#: 801-80227

RIA

Registered Investment Advisory firm - (8/20/2014 Approved)

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Contact information

Main Address

1017 Mumma Road Suite 105, Wormleysburg, PA 17043

Mailing Address

Phone number

(717) 732-2719

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NES ADV 2A 3.18.2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	834
AUM (Assets Under Management)	$ 236,154,824

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley D. Kellett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley David Kellett's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

PENN INVESTMENT ADVISORS, INC.

AMP ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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