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Noah Barnes

Strategic Advisers LLC

Spartanburg, SC

CRD 7601136

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Spartanburg, SC • 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
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 07/2022 03/2023
Unemployed Boiling Springs SC 07/2012 03/2017
Noah Barnes Columbia SC 08/2021 12/2022
Landmark Properties Columbia SC 07/2020 08/2021
Club Demonstration Services Spartanburg SC 06/2019 09/2019
Auriga Polymbers Spartanburg SC 06/2018 08/2018
Unemployed Boiling Springs SC 10/2017 06/2018
Pelicans Snoballs Woodruff SC 04/2017 10/2017
Fidelity Investments Boiling Springs SC 03/2023 Present
The University Of South Carolina Columbia SC 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 03/2023
    New York, NY
  • 07/2012 → 03/2017
    Unemployed
    Boiling Springs, SC
  • 08/2021 → 12/2022
    Noah Barnes
    Columbia, SC
  • 07/2020 → 08/2021
    Landmark Properties
    Columbia, SC
  • 06/2019 → 09/2019
    Club Demonstration Services
    Spartanburg, SC
  • 06/2018 → 08/2018
    Auriga Polymbers
    Spartanburg, SC
  • 10/2017 → 06/2018
    Unemployed
    Boiling Springs, SC
  • 04/2017 → 10/2017
    Pelicans Snoballs
    Woodruff, SC
  • 03/2023 → Present
    Fidelity Investments
    Boiling Springs, SC
  • 08/2018 → 05/2022
    The University Of South Carolina
    Columbia, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boiling Springs, SC
  • 2022-10-13 → 2023-03-21
    Greenville, SC
Other Businesses

OBA-120319|OrgNmn:Doordash|Org Addr:Spartanbur,South Caro,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Dasher|Duties:Deliver food|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03
Other Names
  • Noah Barnes
  • Noah Zachary Barnes

View on SEC IAPD

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