Noah Smith
Noah Smith is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 3 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Atlanta, GA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Noah works as an Associate Financial Advisor at Atlanta Planning Group and as a Financial Professional at The Planning Studio, dedicating full-time hours to each. He also works as an insurance agent selling fixed insurance products, spending about 10-20% of his time, and has a DBA for insurance sales, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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