Noah Darrow Schwartz

Current Employers

Magnolia Private Wealth, Llc

1845 Walnut Street Suite 1601, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-07-10

CT RA
APPROVED

Since 2023-07-10

Branch Locations

14 Church Hill Road Suite A4, Newtown, CT 06470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-10-03

S66 Uniform Combined State Law Examination

2003-10-03

Designations

Other Names

Noah Schwartz

View on SEC IAPD

Current Employers

Magnolia Private Wealth, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews