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Brian Mitchell Duffield

North Star Advisory Group, LLC

Beachwood, OH

CRD 7341785

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Employer firm

North Star Advisory Group, LLC CRD 171694

$289M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
North Star Advisory Group, Llc

2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-21
  • OH RA
    APPROVED
    Since 2022-10-21

Branch Locations

2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Star Advisory Group Llc Beachwood OH 03/2021 Present
Highland Consulting Westlake OH 06/2020 08/2020
Union Home Mortgage Strongsville OH 05/2019 08/2019
New Century Capital Santa Monica CA 01/2019 05/2019
Union Home Mortgage Strongsville OH 05/2018 08/2018
Elite Turfgrass Managemnt Elyria OH 06/2017 08/2017
Express North Olmsted OH 04/2016 12/2018
Ohio University Athens OH 08/2016 12/2020
  • 03/2021 → Present
    North Star Advisory Group Llc
    Beachwood, OH
  • 06/2020 → 08/2020
    Highland Consulting
    Westlake, OH
  • 05/2019 → 08/2019
    Union Home Mortgage
    Strongsville, OH
  • 01/2019 → 05/2019
    New Century Capital
    Santa Monica, CA
  • 05/2018 → 08/2018
    Union Home Mortgage
    Strongsville, OH
  • 06/2017 → 08/2017
    Elite Turfgrass Managemnt
    Elyria, OH
  • 04/2016 → 12/2018
    Express
    North Olmsted, OH
  • 08/2016 → 12/2020
    Ohio University
    Athens, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-19
  • S65 Uniform Investment Adviser Law Examination
    2022-09-19
Other Names
  • Brian Duffield

View on SEC IAPD

Nearby Firms

CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS
TIDMORE RETIREMENT PLANNING SPECIALISTS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH

More in Beachwood, OH

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