Noah Joseph Menezes
Investment adviser representative at Plancorp, LLC
11 yearsExperience
1 stateRegistered in
$10.6BFirm assets
42 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Plancorp, LLCApr 2026 to now
- Regency Investment AdvisorsJul 2023 to Mar 2026
- Copper River Country ClubJun 2023 to Jul 2023
- Cfg Wealth ManagementJun 2022 to Sep 2022
- University of San DiegoAug 2019 to Jun 2023
- Colliver FarmJun 2017 to Aug 2022
- San Joaquin MemorialAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Plancorp, LLC
$10.6BAssets managed
2,383Clients
52Advisers
42 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
- 7808158
- Firm CRD
- 106599