Noah Stephen Mcdonald
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJul 2025 to now
- Citizens BankMay 2024 to Jul 2025
- Citizens Securities Inc.May 2024 to Jul 2025
- Northwestern Mutual Wealth Management CompanyOct 2022 to May 2024
- Northwestern Mutual Investment Services, LLCJul 2022 to May 2024
- James Michael FarleyFeb 2022 to May 2024
- Northwestern Mutual Life Insurance CompanyJul 2021 to Feb 2022
- Sentinel Property Care LLCAug 2017 to Jun 2021
- Arbor VenuesDec 2016 to Nov 2019
- Rochester Doubletree By HiltonDec 2015 to Dec 2018
- Finger Lakes Community CollegeSep 2014 to Dec 2016
- Robertson Marine EnterprisesJun 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7395796
- Firm CRD
- 104555