Brian Mitchell Duffield
Investment Adviser Representative at North STAR Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Mitchell Duffield is an investment adviser representative with North STAR Advisory Group, LLC in Beachwood, OH, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- North STAR Advisory Group LLCMar 2021 – no end date reportedBeachwood, OH
- Highland ConsultingJun 2020 – Aug 2020Westlake, OH
- Union HOME MortgageMay 2019 – Aug 2019Strongsville, OH
- NEW Century CapitalJan 2019 – May 2019Santa Monica, CA
- Union HOME MortgageMay 2018 – Aug 2018Strongsville, OH
- Elite Turfgrass ManagemntJun 2017 – Aug 2017Elyria, OH
- ExpressApr 2016 – Dec 2018North Olmsted, OH
- OHIO UniversityAug 2016 – Dec 2020Athens, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About North STAR Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Portfolio management, insurance planning, tax and estate planning, retirement planning, education planning, investment planning, and retirement plan design and setup.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Beachwood, OH
- SEC file number:
- 801-123132
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at North STAR Advisory Group, LLC
5 other advisors in the directory
Similar advisors in Beachwood, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Mitchell Duffield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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