Noah Marley
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJan 2022 to now
- UnemployedJul 2021 to Jan 2022
- DoordashMar 2021 to Jul 2021
- General MotorsJun 2020 to Aug 2020
- Outback SteakhouseOct 2018 to Mar 2021
- Erik's ChevroletApr 2018 to Oct 2018
- Robert Miller and SonsOct 2017 to Apr 2018
- Kokomo BeachMay 2017 to Aug 2017
- Kokomo School CorporationFeb 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7499133
- Firm CRD
- 104555