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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does NorthStar Advisory Group invest in?","answer":"At the end of its last fiscal year, NorthStar Advisory Group’s separately managed accounts held 63% non-exchange-traded equities, 14% exchange-traded equities, 11% U.S. government and agency bonds, 7% investment grade corporate bonds, 4% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns NorthStar Advisory Group?","answer":"NorthStar Advisory Group is owned through a holding company by Michael Rosen and Robert Kernan. 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