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Inactive

Rachel M Smylie

North Star Advisory Group, LLC

Beachwood, OH

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Current Employers
North Star Advisory Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-22
  • OH RA
    APPROVED
    Since 2025-08-22

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 05/2024 Present
Skylight Financial Group Cleveland OH 08/2022 04/2024
Temple Emanu El Preschool Orange OH 02/2022 08/2022
Temple Tifereth Isreal, Ganon Gil Beachwood OH 11/2017 02/2022
Stitch Fix Remote OH 05/2017 12/2021
Temple Emanu El Preschool Orange OH 09/2016 10/2017
  • 05/2024 → Present
    North Star Advisory Group, Llc
    Beachwood, OH
  • 08/2022 → 04/2024
    Skylight Financial Group
    Cleveland, OH
  • 02/2022 → 08/2022
    Temple Emanu El Preschool
    Orange, OH
  • 11/2017 → 02/2022
    Temple Tifereth Isreal, Ganon Gil
    Beachwood, OH
  • 05/2017 → 12/2021
    Stitch Fix
    Remote, OH
  • 09/2016 → 10/2017
    Temple Emanu El Preschool
    Orange, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
Other Names
  • Rachel M Gulling

View on SEC IAPD

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Other Offices

CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · Beachwood, OH

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