Zachary Noke
Investment adviser representative at Citizens Private Wealth
10 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens BankMay 2024 to now
- Citizens Private WealthMay 2024 to now
- Citizens Securities, Inc.May 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to May 2024
- J.P. Morgan Securities LLCSep 2023 to May 2024
- First Republic Investment Management, IncMar 2023 to May 2024
- First Republic Securities Company, LLCMar 2023 to Oct 2023
- Massmutual Life Insurance CompanyMay 2021 to Mar 2023
- MML Investors Services, LLCMay 2021 to Mar 2023
- Mclaren & AssociatesJan 2021 to May 2021
- Commonwealth Financial NetworkMay 2019 to Aug 2019
- Oak Leaf Wealth ManagementMay 2019 to Aug 2019
- Babson CollegeMay 2018 to Dec 2020
- ColletteMay 2018 to Aug 2018
- Under ArmorJun 2017 to Jan 2018
- Providence CollegeAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 7128548
- Firm CRD
- 106743