SR
SR

Stuart Rainer

24 Years of Experience
Herndon, VA
2 Disclosures

Stuart Rainer is a registered investment advisor at Noblebridge Wealth, based in Herndon, VA, with 24 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 376 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
376 clients
Average Client Portfolio
$571K average
Assets Under Management
$214.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual investment management fee is 2.00%. Fees are negotiable depending on account size and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

13800 Coppermine Road, Suite 144, Herndon, VA, 20171

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2018
Final
Employment Separation After Allegations
March 2016
Other Business Activities

Stuart works as a financial advisor for Northern Virginia Wealth Management, assisting clients with their financial needs. This activity is full-time.

Employment History
Current Registrations
Noblebridge Wealth
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Noblebridge Wealth
October 2019 - November 2019 · 1 mo
Avenir Private Advisors, LLC
October 2019 - January 2020 · 3 mos
Hayden Royal
April 2016 - June 2018 · 2 yrs 2 mos
Morgan Stanley
June 2009 - April 2016 · 6 yrs 10 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
April 2001 - February 2006 · 4 yrs 10 mos
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors