Noah Mathew Belote
Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
2 statesRegistered in
$640MFirm assets
10 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
Experience
11 years in the industry.
- Mwa Financial Services, Inc.Apr 2026 to now
- Modern Woodmen of AmericaNov 2025 to now
- Capel RugsSep 2022 to Mar 2026
- William Peace UniversityAug 2021 to May 2025
- Eijkelkamp North AmericaJul 2021 to Aug 2021
- Bawna LogisticsMay 2018 to Aug 2021
- Aquatic Management GroupMay 2018 to Sep 2020
- Athens Drive Magnet High SchoolAug 2017 to Jun 2021
- Lufkin Road Middle SchoolJul 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 8249895
- Firm CRD
- 112630