Noah SolomonCRD Number: 5946867
Current Firm: Morgan Stanley
Noah Solomon (CRD# 5946867) is an Investment Advisor Representative working at Morgan Stanley in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Morgan Stanley Smith Barney LLC||Plantation, FL||Mar 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Mar 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2016||1|
|Morgan Stanley Smith Barney LLC||Plantation, FL||Dec 2012 - Mar 2016||3|
|Bank Of America, N.a.||Fort Lauderdale, FL||Oct 2011 - Dec 2012||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Lauderdale, FL||Jun 2011 - Dec 2012||1|
|Unemployed||Fort Lauderdale, FL||Apr 2011 - Jun 2011||< 1|
|Florida State University||Tallahassee, FL||Aug 2009 - Apr 2011||1|
|Kirkland And Ellis LLP||San Francisco, CA||Jun 2009 - Aug 2009||< 1|
|Florida State University||Tallahassee, FL||Aug 2008 - Jun 2009||< 1|
|United Community Management||Coral Springs, FL||Jun 2008 - Aug 2008||< 1|
|Florida State University||Tallahassee, FL||Aug 2007 - Jun 2008||< 1|
|United Community Management||Coral Springs, FL||Jun 2007 - Aug 2007||< 1|
|Florida State University||Tallahassee, FL||May 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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