Noah Darrow Schwartz
Investment adviser representative at Magnolia Private Wealth, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$272.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Magnolia Private Wealth, LLCJul 2023 to now
- Sterne Agee Investment Advisor Services, Inc.Jan 2015 to now
- Sterne Agee Financial Services, Inc.Sep 2014 to now
- Wrp Investments, IncJan 2012 to now
- Noah SchwartzJul 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CT).
Magnolia Private Wealth, LLC
$272.1MAssets managed
176Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3093620
- Firm CRD
- 324102