Noah Raymond Schwartz
Investment adviser representative at Private Advisor Group, LLC
13 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Private Advisor Group, LLCOct 2024 to now
- Juniper CafeOct 2023 to Sep 2024
- Pagliacci PizzaJan 2023 to Aug 2023
- UnemployedMay 2022 to Jan 2023
- Azenta Life SciencesSep 2021 to May 2022
- Davis Square Donuts and BagelsJun 2021 to May 2022
- Tufts UniversityAug 2017 to May 2021
- Ingraham High SchoolSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 8003870
- Firm CRD
- 155216