Noah Koterba is a registered investment advisor, based in Cincinnati, OH, with 19 years of industry experience.
Location
8044 Montgomery Rd Ste 570, Towers of Kenwood, Cincinnati, OH, 45236
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Noah owns Hummingbird Woodworks, LLC, where he operates and produces handmade items for sale. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Summit Financial, LLC
March 2026 - Present · 2 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2026 - Present · 2 mos
Previous Registrations
Wells Fargo Advisors
June 2019 - March 2026 · 6 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2019 - March 2026 · 6 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2019 · 6 yrs 9 mos
J.P. Morgan Securities LLC
October 2012 - July 2019 · 6 yrs 9 mos
Chase Investment Services CORP.
April 2010 - October 2012 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
PNC InvestmentsBroker
November 2009 - March 2010 · 4 mos
PNC Investments
November 2009 - March 2010 · 4 mos
Natcity Investments, INC.
July 2009 - November 2009 · 4 mos
Natcity Investments, INC.Broker
September 2006 - November 2009 · 3 yrs 2 mos
State Registrations11 states
ALAZFLKYNCNJOHSCTNTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.