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Inactive

Nicholas Isaac Stern

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 2026-01-29
  • OH RA
    APPROVED
    Since 2026-01-29

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
Heritage Middle School Hilliard OH 08/2015 08/2017
Darby High School Hilliard OH 08/2017 05/2021
Scioto Country Club Columbus OH 05/2020 11/2021
Thorn Apple Golf Club Columbus OH 03/2019 05/2020
Golf Galaxy Dublin OH 10/2019 05/2023
Bowling Green State University Bowling Green 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
North Star Advisory Group, Llc Beachwood OH 05/2024 08/2024
Northstar Advisory Group, Llc Beachwood OH 06/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-11
  • S65 Uniform Investment Adviser Law Examination
    2025-07-11
Other Names
  • Nick Stern
  • Nick I Stern
  • Nicholas Stern

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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