NP
NP

Noah Pettee

1 Year of Experience
Durham, NC
BrokerSells Insurance

Noah Pettee is a registered investment advisor at Cetera Investment Advisers LLC, based in Durham, NC, with 1 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5129 NC Hwy 55 Suite 101, Durham, NC, 27713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Noah works as a lead server at Stoney River Steakhouse and Grill, dedicating a few hours per week. He is also a financial advisor with North Star Resource Group, spending full-time hours on securities and planning business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
State Registrations9 states
CAINKYMIMONCNMNYVA
AdvisorBrokerBoth

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.
Noah Pettee - Financial Advisor | TrueAdvisor