Clinton NoellCRD Number: 4502176
Current Firm: Strategic Advisers, Inc.
Clinton Noell (CRD# 4502176) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Stamford, CT and has over 11 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Fidelity Brokerage Services LLC||Stamford, CT||Jul 2015 - Current||2|
|Tdameritrade, Inc.||Stamford, CT||Oct 2012 - Jul 2015||2|
|Massmutual Life Insurance Company||White Plains, NY||Nov 2011 - Oct 2012||< 1|
|Mml Investors Services, LLC||White Plains, NY||Nov 2011 - Oct 2012||< 1|
|Reby Advisors, LLC||Danbury, CT||Jun 2011 - Oct 2011||< 1|
|Royal Alliance Associates, Inc.||New Canaan, CT||Jun 2011 - Oct 2011||< 1|
|Infinex Investments, Inc.||Norwalk, CT||Nov 2006 - Jun 2011||4|
|Fairfield County Bankcorp||Norwalk, CT||Oct 2006 - Jun 2011||4|
|Workstream, Inc.||Stamford, CT||Dec 2005 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV