Noah Scott Wills
Investment adviser representative at Oppenheimer & Co. Inc.
11 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Oppenheimer & Co. Inc.May 2024 to now
- Nsw Capital LLCMar 2023 to May 2024
- Raymond James Financial Services Advisors, Inc.Feb 2023 to May 2024
- Raymond James Financial Services, Inc.Feb 2023 to May 2024
- Nave Capital LLCMar 2022 to May 2024
- Fortuna WealthFeb 2022 to May 2024
- Lenox AdvisorsJul 2019 to Feb 2023
- Mass Mutual Life Insurance CompanyJul 2019 to Feb 2023
- MML Investors ServicesJul 2019 to Feb 2023
- Guardian Life Ins Co of AmericaJun 2018 to May 2019
- Park Avenue Securities LLCJun 2018 to May 2019
- Pennsylvania State UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 6976506
- Firm CRD
- 249