Noah Schwartz, financial advisor Newtown CT
96 score

Noah Schwartz

CRD Number: 3093620
Current Firm: Blueprint Financial Strategies

Noah Schwartz (CRD# 3093620) is an Investment Advisor Representative working at Blueprint Financial Strategies in Newtown, CT and has over 14 years of experience in the finance industry. Noah Schwartz 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.

Similar Advisors
Thomas Ford, financial advisor Newtown CT
Thomas L. Ford
CRD# 1613589
Lpl Financial LLC
Score
103
Similar Advisors
Charles Green, financial advisor Newtown CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Score
103
Similar Advisors
Thomas Beirne III, financial advisor Newtown CT
Thomas Beirne III
CRD# 2481521
Halsey Associates Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 3
Sterne Agee Financial Services, Inc. Newtown, CT Sep 2014 - Current 3
Wrp Investments, Inc. Youngstown, OH Jan 2012 - Current 6
Noah Schwartz Wilton, CT Jul 2010 - Current 7
Integrity Life Stamford, CT Jan 2005 - Jun 2010 5
Touchstone Securities Cincinnati, OH Jan 2005 - Jun 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Noah D. Schwartz
Phone Number: 203-204-6224
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

Ready to hire a financial advisor? Get competitive proposals from Noah Schwartz and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.