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NV

Noel D. Villajuan

DIVERSIFIED PORTFOLIOS
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 2514261
NV

Professional summary

Noel Dacanay Villajuan, CFP®, who also goes by Noel D VIllajuan, Noel Villajuan, is a registered financial advisor currently at DIVERSIFIED PORTFOLIOS, INC. located in Bloomfield Hills, Michigan.

Noel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Noel has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Noel D Villajuan | Noel Villajuan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SEQUOIA FINANCIAL GROUP, LLC. 5480 CORPORATE DR. SUITE 100, TROY, MI 48098. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JANUARY 2019. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noel Dacanay Villajuan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

July 18, 2023 - Present

DIVERSIFIED PORTFOLIOS, INC.

Office #1: 39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304
RIA
CRD#: 108942
Bloomfield Hills, MI
Past

January 9, 2019 - October 20, 2022

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
Troy, MI
Past

October 31, 2017 - December 31, 2018

LJPR FINANCIAL ADVISORS

RIA
CRD#: 105895
Troy, MI
Past

March 27, 2013 - August 31, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BIRMINGHAM, MI
Past

March 25, 2013 - August 29, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BIRMINGHAM, MI
Past

December 20, 2011 - March 11, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TROY, MI
Past

October 20, 2011 - March 11, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TROY, MI
Past

October 16, 1995 - October 29, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

October 4, 1994 - May 9, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 4, 1994 - May 9, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

August 18, 1994 - September 29, 1994

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DP
DIVERSIFIED PORTFOLIOS, INC.
DIVERSIFIED PORTFOLIOS INC | YOLLES, TOAL & POST - DIVERSIFIED PORTFOLIOS, INC. | DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942 / SEC#: 801-56371

RIA
Registered Investment Advisory firm - (3/23/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(7/18/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/23/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/29/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 9/10/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

DP
DIVERSIFIED PORTFOLIOS, INC.
DIVERSIFIED PORTFOLIOS INC | YOLLES, TOAL & POST - DIVERSIFIED PORTFOLIOS, INC. | DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942 / SEC#: 801-56371

RIA
Registered Investment Advisory firm - (3/23/1999 Approved)
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Contact information

Main Address
39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 644-3030
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/21/2025)

Regulatory assets under management

Total Number of Accounts2,152
AUM (Assets Under Management)$ 1,660,883,638

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942Bloomfield Hills, MI 48304

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