Noesis Capital Management Corp

Noesis Capital Management Corp (CRD# 110819) is a financial advisory firm headquartered in Boca Raton, FL. They manage $337,576,897 in 845 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    845
    ACCOUNTS
  • Average Account Value
    $399,499
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, MD, NJ, NY, TX

Financial Advisors at Noesis Capital Management Corp
Showing 1 - 10 of 10 top financial advisors.
1
Cheryl L. Deknatel
CRD#: 2188704
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
96
Wealthminder
score

Cheryl Deknatel (CRD# 2188704) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has over 19 years of experience in the finance industry. Cheryl Deknatel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremiah O. Spitzberg
CRD#: 2262146
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
96
Wealthminder
score

Jeremiah Spitzberg (CRD# 2262146) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has over 25 years of experience in the finance industry.

3
Jeffrey S. Greer
CRD#: 5039551
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
93
Wealthminder
score

Jeffrey Greer (CRD# 5039551) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has over 11 years of experience in the finance industry.

4
Javier Arias Iriarte
CRD#: 6596541
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
90
Wealthminder
score

Javier Arias Iriarte (CRD# 6596541) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has 1 year of experience in the finance industry.

5
Barry M. Berkeley
CRD#: 1936166
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
90
Wealthminder
score

Barry Berkeley (CRD# 1936166) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has over 5 years of experience in the finance industry.

6
Christian P. Paterok
CRD#: 6596889
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
90
Wealthminder
score

Christian Paterok (CRD# 6596889) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has 1 year of experience in the finance industry.

7
Stephen K. Smith
CRD#: 4600367
2100 Southbridge, Suite 650, Birmingham, AL 35209
90
Wealthminder
score

Stephen Smith (CRD# 4600367) is an Investment Advisor Representative working at Noesis Capital Management Corp in Birmingham, AL and has 1 year of experience in the finance industry.

8
Jennifer C. Tang
CRD#: 4458834
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
90
Wealthminder
score

Jennifer Tang (CRD# 4458834) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has 1 year of experience in the finance industry. Jennifer Tang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Shihfang Chuang
CRD#: 6589472
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
87
Wealthminder
score

Shihfang Chuang (CRD# 6589472) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has 1 year of experience in the finance industry.

10
Nicolaas B. Letschert
CRD#: 874768
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
86
Wealthminder
score

Nicolaas Letschert (CRD# 874768) is an Investment Advisor Representative working at Noesis Capital Management Corp in Boca Raton, FL and has over 36 years of experience in the finance industry. Nicolaas Letschert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.