Rachel M Smylie
Investment adviser representative at North Star Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$289.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- North Star Advisory Group, LLCMay 2024 to now
- Skylight Financial GroupAug 2022 to Apr 2024
- Temple Emanu El PreschoolFeb 2022 to Aug 2022
- Temple Tifereth Isreal, Ganon GilNov 2017 to Feb 2022
- Stitch FixMay 2017 to Dec 2021
- Temple Emanu El PreschoolSep 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
North Star Advisory Group, LLC
$289.1MAssets managed
484Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7611511
- Firm CRD
- 171694