Noah Timothy Wulfeck
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 LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvestmentJul 2022 to now
- Xpress ValetSep 2021 to Jun 2022
- Guardian Savings BankMay 2020 to Sep 2021
- Amazon WarehousesMay 2019 to Aug 2019
- Transylvania UniversitySep 2018 to May 2019
- Greyhound TavernJan 2017 to Aug 2018
- Covington Catholic High SchoolSep 2014 to Jun 2018
- Villa Hills Soccer ClubMar 2012 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7598079
- Firm CRD
- 104555