Noah Solomon
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedFeb 2024 to Jun 2024
- Matter Family OfficeJun 2023 to Feb 2024
- Charles Schwab & Co., Inc.Jul 2021 to Jun 2023
- Charles Schwab Bank, SsbAug 2019 to Jul 2021
- Personalized Education SolutionsAug 2018 to Jul 2019
- Brother's BbqJun 2017 to Aug 2018
- University of ConnecticutAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7171462
- Firm CRD
- 104555