Noah Stephen Mcdonald

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2022 → 05/2024
  Northwestern Mutual Investment Services, Llc
  Pittsford, NY
• 02/2022 → 05/2024
  James Michael Farley
  Pittsford, NY
• 07/2021 → 02/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2017 → 06/2021
  Sentinel Property Care Llc
  Rochester, NY
• 12/2016 → 11/2019
  Arbor Venues
  Rochester, NY
• 12/2015 → 12/2018
  Rochester Doubletree By Hilton
  Henrietta, NY
• 09/2014 → 12/2016
  Finger Lakes Community College
  Canandaigua, NY
• 06/2014 → 08/2017
  Robertson Marine Enterprises
  Fairport, NY
• 10/2022 → 05/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2023 → 05/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2024 → 07/2025
  Citizens Securities Inc.
  Westwood, MA
• 05/2024 → 07/2025
  Citizens Bank
  Rochester, NY
• 07/2025 → Present
  Fidelity Investments
  Rochester, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-09
• S63 Uniform Securities Agent State Law Examination
  2022-09-09

Other Names

• Noah Stephen Mcdonald
• Noah Mcdonald