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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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