Noah Sas

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2024 → 08/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2022 → 05/2024
  Techsmith Corporation
  East Lansing, MI
• 10/2021 → 04/2022
  Sodexo Corporation
  Tyler, TX
• 04/2014 → 07/2021
  Student
  Santa Ana
• 07/2021 → 10/2021
  Student
  Tyler, TX
• 08/2024 → 04/2025
  Blake Watkins
  Austin, TX
• 09/2024 → 04/2025
  Northwestern Mutual Investment Services Llc
  Austin, TX
• 10/2024 → 04/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2025 → Present
  Morgan Stanley Smith Barney Llc
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-03-21
• S63 Uniform Securities Agent State Law Examination
  2024-08-19

Other Names

• Noah Leo Sas