NP
Noah J. Prelutsky
CETERA INVESTMENT ADVISERS LLC
ST LOUIS, MO 63110
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CRD#: 7223942
NP
Professional summary
Noah Jasper Prelutsky, who also goes by Noah Prelutsky, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Louis, Missouri and CETERA WEALTH SERVICES, LLC located in St. Louis, Missouri.
Noah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Noah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Noah Prelutsky
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.
WP REAL ESTATE POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 11 The Pines Court, Unit D, St Louis MO 63141, United States DESCRIPTION: WP Real Estate is a company that bought an office condominium and is leasing it to another company for use as office space. This company has entered into a long-term lease agreement and yearly cash payments are made to the owners. PRELUTSKY-JASPER FAMILY FOUNDATION POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 14722 Mill Spring Dr, Chesterfield MO 63017, United States DESCRIPTION: Prelutsky-Jasper Family Foundation is a 501c3 charitable organization. It donates mostly to qualified 501c3s. As a board member I help determine what types of organizations the foundation will donate to. RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2021 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2021 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases.
CRS (Client Relationship Summary) - RIA
Click below to view Noah Jasper Prelutsky's 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®
NoneExperience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5700 Oakland Ave Ste 400, St Louis, MO 63110RIA
CRD#: 105644
ST LOUIS, MO
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5700 Oakland Avenue Suite 400, St. Louis, MO 63110BD
CRD#: 13572
St. Louis, MO
Past
August 6, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ST. LOUIS, MO
Past
June 8, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. LOUIS, MO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/8/2024)
RR
California(2/14/2024)
RR
Colorado(8/10/2023)
RR
Florida(8/9/2024)
RR
Georgia(8/30/2024)
RR
Illinois(8/10/2023)
RR
Indiana(8/10/2023)
RR
Iowa(7/28/2025)
RR
Kansas(8/23/2023)
RR
Missouri(8/10/2023)
IAR
Missouri(8/10/2023)
RR
Nebraska(3/21/2025)
RR
New York(8/10/2023)
RR
Ohio(10/16/2025)
RR
Oklahoma(6/4/2024)
RR
Pennsylvania(6/3/2024)
RR
Tennessee(8/10/2023)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
RR
Utah(9/20/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
