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NW

Noah Evans Weinstein

NWF ADVISORY SERVICES

Jamestown, NY

·CRD# 6867829·7 years experience

Professional Summary

Noah Evans Weinstein is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Jamestown, New York and OSAIC WEALTH, INC. located in Jamestown, New York. Noah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Noah has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

NWF ADVISORY SERVICES INC·CRD# 110410

RIA

1285 North Main St, Jamestown, NY 14701

May 18, 2025 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

BD

1285 North Main St, Jamestown, NY 14701

October 9, 2023 - Present

THE AMERIFLEX GROUP·CRD# 305585

RIA

Jamestown, NY

October 9, 2023 - July 2, 2025

CETERA ADVISORS LLC·CRD# 10299

BD

Jamestown, NY

September 8, 2022 - October 19, 2023

CETERA INVESTMENT ADVISERS LLC·CRD# 105644

RIA

Jamestown, NY

November 12, 2020 - October 19, 2023

FIRST ALLIED ADVISORY SERVICES, INC.·CRD# 137888

RIA

Jamestown, NY

January 13, 2020 - November 12, 2020

FIRST ALLIED SECURITIES, INC.·CRD# 32444

BD

Jamestown, NY

October 7, 2019 - September 8, 2022

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Current Firm

NA

NWF ADVISORY SERVICES INC

AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA

Registered Investment Advisory firm - SEC (6/30/1998 Approved)

Contact Information

Main Address

11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064

Phone Number

(310) 475-5854

# of Employees

111

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWF ADV PART 2 A 2024 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

18,868

AUM (Assets Under Management)

$6,426,161,220

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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.

1. SUMMIT WEALTH MANAGEMENT, INC. POSITION: Employee/Financial Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 1285 N Main Street, Jamestown NY 14701, United States DESCRIPTION: DBA for wealth management and financial planning services 2. JAMESTOWN COMMUNITY COLLEGE FOUNDATION POSITION: Board of Directors NATURE: 501(c)

(3) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/05/2024 ADDRESS: 525 Falconer Street, Jamestown NY 14701, United States DESCRIPTION: Board of Directors for the Jamestown Community College Foundation. 3. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation ^ Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2025 ADDRESS: 1285 N Main Street, Jamestown NY 14701, United States DESCRIPTION: I provide advisory services such as wrap fee accounts and financial plans.

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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".

NA

NWF ADVISORY SERVICES INC

AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA

Registered Investment Advisory firm - SEC (6/30/1998 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(4/15/2026)

RR

Colorado
(3/12/2025)

RR

Florida
(10/23/2023)

RR

Michigan
(10/9/2023)

RR

New York
(10/9/2023)

IAR

New York
(5/18/2025)

RR

North Carolina
(11/10/2025)

RR

Ohio
(2/3/2026)

RR

Pennsylvania
(10/9/2023)

RR

South Carolina
(10/9/2023)

RR

Virginia
(10/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2019About the SIE exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Noah Evans Weinstein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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NW

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