Noah Austin Smith

Current Employers

Employment History

• 08/2016 → 05/2021
  University Of Georgia
  Athens, GA
• 05/2021 → 05/2022
  Peachtree Planning
  Atlanta, GA
• 06/2022 → 05/2023
  Securities America, Inc.
  Cumming, GA
• 09/2022 → 05/2023
  Securities America Advisors
  Cumming, GA
• 05/2023 → 12/2024
  Morgan Stanley
  Alpharetta, GA
• 05/2022 → 05/2023
  Wealth Management Outfitters Llc
  Cumming, GA
• 01/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → 06/2025
  Atlanta Planning Group
  Atlanta, GA
• 01/2025 → Present
  The Planning Studio
  Atlanta, GA

Previous Registrations

• 2023-06-05 → 2024-12-06
  Morgan Stanley
  Alpharetta, GA
• 2022-09-27 → 2023-05-22
  Securities America Advisors, Inc.
  Cumming, GA

Other Businesses

1. NAME OF OTHER BUSINESS: THE PLANNING STUDIO; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2025; APX NUMBER OF HOURS PER WEEK: 16; APX NUMBER OF HOURS DURING TRADING HOURS: 16; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: PLANNING STUDIO, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE SALES, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SALES;

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23

Other Names

• Noah Austin Smith
• Noah Smith