Nicholas Isaac Stern

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 08/2017
  Heritage Middle School
  Hilliard, OH
• 08/2017 → 05/2021
  Darby High School
  Hilliard, OH
• 05/2020 → 11/2021
  Scioto Country Club
  Columbus, OH
• 03/2019 → 05/2020
  Thorn Apple Golf Club
  Columbus, OH
• 10/2019 → 05/2023
  Golf Galaxy
  Dublin, OH
• 08/2022 → 05/2025
  Bowling Green State University
  Bowling Green, OH
• 08/2023 → 05/2024
  Bowling Green State University
  Bowling Green, OH
• 08/2024 → 05/2025
  Bowling Green State University
  Bowling Green, OH
• 05/2024 → 08/2024
  North Star Advisory Group, Llc
  Beachwood, OH
• 06/2025 → Present
  Northstar Advisory Group, Llc
  Beachwood, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-11

Other Names

• Nick Stern
• Nick I Stern
• Nicholas Stern