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Noah Caleb ingram Franklin

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2023 to now
  3. UnemployedApr 2023 to Jun 2023
  4. Health Carousel Travel NetworkJun 2021 to Apr 2023
  5. Zenith LogesticsOct 2020 to Feb 2021
  6. The Tea CupAug 2020 to Jun 2021
  7. UnemployedMay 2020 to Jun 2020
  8. Msu Recreation and Wellness CenterJan 2020 to Apr 2020
  9. Martin Heating and AirDec 2019 to Jan 2020
  10. Msu Recreation and Wellness CenterAug 2019 to Dec 2019
  11. Martin Heating and AirMay 2019 to Aug 2019
  12. Msu Recreation and Wellness CenterJan 2019 to May 2019
  13. Martin Heating and AirDec 2018 to Jan 2019
  14. Msu Recreation and Wellness CenterAug 2018 to Dec 2018
  15. Martin Heating and AirMay 2018 to Aug 2018
  16. Msu Recreation and Wellness CenterJan 2018 to May 2018
  17. Martin Heating and CoolingDec 2017 to Jan 2018
  18. Msu Recreation and Wellness CenterAug 2017 to Dec 2017
  19. Martin Heating and AirMay 2017 to Aug 2017
  20. Msu Recreation and Wellness CenterJan 2017 to May 2017
  21. Martin Heating and AirDec 2016 to Jan 2017
  22. Msu Recreation and Wellness CenterOct 2016 to Dec 2016
  23. Morehead State UniversityAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

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
7766074
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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