Rachel M. Smylie

NORTH STAR ADVISORY GROUP

Beachwood, OH 44122

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CRD#: 7611511

Professional summary

Rachel M Smylie, who also goes by Rachel M Gulling, is a registered financial advisor currently at NORTH STAR ADVISORY GROUP, LLC located in Beachwood, Ohio.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Rachel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel M Gulling

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel M Smylie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2025 - Present

NORTH STAR ADVISORY GROUP, LLC

Office #1: 2000 Auburn Drive Suite 415, Beachwood, OH 44122

RIA

CRD#: 171694

Beachwood, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP | NORTH STAR ADVISORY GROUP, LLC

CRD#: 171694 / SEC#: 801-123132

RIA

Registered Investment Advisory firm - (1/25/2022 Approved)

Florida

Registered Investment Advisory firm - (4/12/2016 Approved)

Ohio

Registered Investment Advisory firm - (8/4/2014 Approved)

Texas

Registered Investment Advisory firm - (3/4/2016 Conditional Restricted)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2025

Uniform Investment Adviser Law Examination

Current Firm

NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP | NORTH STAR ADVISORY GROUP, LLC

CRD#: 171694 / SEC#: 801-123132

RIA

Registered Investment Advisory firm - (1/25/2022 Approved)

Florida

Registered Investment Advisory firm - (4/12/2016 Approved)

Ohio

Registered Investment Advisory firm - (8/4/2014 Approved)

Texas

Registered Investment Advisory firm - (3/4/2016 Conditional Restricted)

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Contact information

Main Address

2000 Auburn Drive Suite 415, Beachwood, OH 44122

Mailing Address

Phone number

(216) 202-0202

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTH STAR ADVISORY GROUP, LLC FIRM BROCHURE (FORM ADV 2A+2BS) DTD 3-01-2025 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	448
AUM (Assets Under Management)	$ 226,524,027

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rachel M. Smylie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel M Smylie's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH STAR ADVISORY GROUP, LLC

Primary Firm SEC Registration

NORTH STAR ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2025

Current Firm

NORTH STAR ADVISORY GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTH STAR ADVISORY GROUP, LLC

TRUST BUT VERIFY

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