Noah Steinbrenner
Investment adviser representative at Cgc Financial Services
6 yearsExperience
1 stateRegistered in
$875.8MFirm assets
12 yearsFirm in business
Are you Noah Steinbrenner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Cgc Financial ServicesMay 2020 to now
- Osaic Wealth, Inc.Oct 2021 to Oct 2021
- Roi Financial AdvisorsJun 2019 to May 2020
- University of California, DavisSep 2017 to Jun 2019
- Foothill Community CollegeSep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cgc Financial Services
Legal name: Cgc Financial Services, LLC
$875.8MAssets managed
1,151Clients
7Advisers
12 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
- 7250494
- Firm CRD
- 155446