Noah Austin Smith
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Advisors LLCJan 2025 to now
- The Planning StudioJan 2025 to now
- Atlanta Planning GroupJan 2025 to Jun 2025
- Morgan StanleyMay 2023 to Dec 2024
- Securities America AdvisorsSep 2022 to May 2023
- Securities America, Inc.Jun 2022 to May 2023
- Wealth Management Outfitters LLCMay 2022 to May 2023
- Peachtree PlanningMay 2021 to May 2022
- University of GeorgiaAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7216118
- Firm CRD
- 105644