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Noah Patrick Buck

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
48 clients
Average Client Portfolio
$94.8M average
Assets Under Management
$4.6B

Fee Structure

Financial Planning:Investment management only
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Location

One Empire Drive, Rensselaer, NY, 12144

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History

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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Other Business ActivitiesSells Insurance

Noah is the President of Group Insurance Agency Inc., an employee benefits provider, since 2022. He dedicates about a quarter of his time to acting in an executive role and providing oversight.

Employment History
Current Registrations
Healthcare Community Securities CORP.
April 2019 - Present · 6 yrs 10 mos
Healthcare Community Securities CORP.Broker
April 2019 - Present · 6 yrs 10 mos
Trueplan Benefit and Retirement Advisors
March 2019 - Present · 6 yrs 11 mos
State Registrations3 states
NJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.