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Noah Macfarlane

Investment adviser representative at Fourthought Financial Partners, LLC.
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
3 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
  • Pension consulting

Experience

10 years in the industry.

  1. Fourthought Financial Partners, LLC.Nov 2019 to now
  2. University of South Florida- StudentAug 2018 to Dec 2019
  3. Insurance Service of SarasotaAug 2016 to Nov 2018
  4. University of Central FloridaJan 2016 to Apr 2017
  5. Best BuyJan 2016 to Jan 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Fourthought Financial Partners, LLC.

$1.9BAssets managed
1,002Clients
11Advisers
3 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
7200076
Firm CRD
323060
Advisor's SEC record (opens in a new tab)
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