Noah Darrow Schwartz

Employer firm

Magnolia Private Wealth, LLC CRD 324102

$272M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → Present
  Noah Schwartz
  Wilton, CT
• 01/2012 → Present
  Wrp Investments, Inc
  Youngstown, OH
• 09/2014 → Present
  Sterne Agee Financial Services, Inc.
  Newtown, CT
• 01/2015 → Present
  Sterne Agee Investment Advisor Services, Inc.
  Birmingham, AL

Previous Registrations

• 2017-01-03 → 2024-01-10
  Blueprint Financial Strategies
  Newtown, CT
• 2015-01-30 → 2016-12-31
  Stonex Advisors Inc.
  Birmingham, AL
• 2012-01-11 → 2015-01-30
  Wrp Investments, Inc.
  Newtown, CT
  Youngstown, OH

Other Businesses

YANKEE ADVISOR NETWORK, 75 GLEN ROAD SUITE 207 NEWTOWN CT 06482: LLC, NATURE OF BUS: INSURANCE AGENCY, TITLE: MEMBER, DUTIES: Administrative, PERCENTAGE OF TIME SPENT: 20%, COMPENSATION: Overrides

Exams

• S66 Uniform Combined State Law Examination
  2003-10-03

Designations

• Certified Financial Planner

Other Names

• Noah Schwartz