Noah SchwartzCRD 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.
Lpl Financial LLC
Springboard Asset Management LLC
Halsey Associates Inc.
|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|
Total Assets Under Management8MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$166,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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