Erik Shannon Keister
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.
Erik Shannon Keister is an investment adviser representative with North STAR Advisory Group, LLC in Beachwood, OH, where they have been registered since 2015. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Illinois, Massachusetts, Michigan, North Carolina, and 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:
- Florida, Illinois, Massachusetts, Michigan, North Carolina, 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.
- Raymond James Financial Services, IncJun 2015 – no end date reportedBeachwood, OH
- Raymond James Financial Services Advisors Inc.Jun 2015 – no end date reportedBeachwood, OH
- North STAR Advisory Group, LLCJun 2015 – no end date reportedBeachwood, OH
- North STAR Advisory GroupJul 2015 – no end date reportedBeachwood, OH
- Cleveland FusionJul 2015 – no end date reportedSolon, OH
- ERIK Keister Legal Services, LLCJul 2015 – no end date reportedBeachwood, OH
Official records & sources
Data as of August 10, 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. Erik Shannon Keister 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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