Noah Lee Zaiser

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

• 09/2022 → 10/2022
  Southern National Llc
  Raleigh, NC
• 12/2022 → Present
  Fidelity Investments
  Durham, NC
• 01/2022 → 08/2022
  R&B Sales Marketing, Inc Dba Team Tti
  Raleigh, NC
• 06/2021 → 12/2021
  Eckel & Vaughan
  Raleigh, NC
• 11/2020 → 06/2021
  Crossroads Sexual Assault Response & Resource Center
  Burlington, NC
• 08/2020 → 10/2020
  Ecm Pcb Stator
  Burlington, NC
• 07/2020 → 08/2020
  Your Local Greens
  Burlington, NC
• 07/2017 → 05/2020
  University Communications
  Elon, NC
• 05/2019 → 08/2019
  Famileague
  Los Angeles, NC
• 12/2018 → 05/2019
  Elon University Residence Life
  Elon, NC
• 06/2016 → 07/2018
  New Student Transition Programs
  Elon, NC
• 05/2014 → 08/2017
  Gibsonville Swim & Racquet Club
  Gibsonville, NC
• 01/2016 → 05/2020
  Elon University
  Elon, NC
• 08/2020 → 12/2021
  Purdue University Global
  West Lafayette, NJ

Other Businesses

OBA-125182|OrgNmn:CrossRoads Sexual Assault Response & Resource Center|Org Addr:Burlington,North Caro,US|OBA Nature:Organization serving child and|Invst Rel:N|Title:Professional Consultant for Capac|Duties:I would be a consultant for the use and implementation of a donor retention software product, DonorView. I'm the only person who knows it, as |StrtDt:01-03-26|TotHrs/mon:36|TrdHrs/mon:0|OBA-94597|OrgNmn:New With Noah|Org Addr:Raleigh,North Caro,US|OBA Nature:YouTube channel where I review|Invst Rel:N|Title:Sole Proprietor|Duties:No obligations aside of editing videos and experiencing media over the weekend.|StrtDt:08-22-22|TotHrs/mon:6|TrdHrs/mon:0|OBA-94290|OrgNmn:ZZ Talk|Org Addr:Raleigh,North Caro,US|OBA Nature:This is a clean podcast betwee|Invst Rel:N|Title:Host|Duties:Plan subject matter, view media for review, set up and record sessions, edit audio, and publish to distribute.|StrtDt:01-27-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-05-21
• S63 Uniform Securities Agent State Law Examination
  2023-06-20

Other Names

• Noah Lee Zaiser
• Noah Zaiser