Noah David Fishbein
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Nov 2023 to now
- UBS Financial Services Inc.Jul 2020 to Nov 2023
- Strategic Wealth PartnersJun 2019 to Aug 2019
- Arba FinanceJan 2019 to Mar 2019
- UBSJun 2018 to Aug 2018
- Education (university of Southern California)Aug 2017 to May 2020
- On A Roll TruckingJun 2017 to Aug 2017
- Indiana UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6961255
- Firm CRD
- 705