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Noah M. Rankin

GREEN LEAF ADVISORS
NEW BETHLEHEM, PA 16242
Some features on this profile are disabled
CRD#: 7344188
NR

Professional summary

Noah Matthew Rankin is a registered financial advisor currently at GREEN LEAF ADVISORS located in New Bethlehem, Pennsylvania.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Noah has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Noah Rankin is currently employed as Laborer, Equipment Operator with Rankin & Son Excavating, Inc. In this role, Noah Rankin does laboring work for site preparation jobs and operating equipment on an as needed basis according to the jobs progress. This can also include equipment maintenance and non-CDL hauling. This activity accounts for approximately 40% of his time. Clients of GLA are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Matthew Rankin'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®
None

Experience

Current

August 7, 2025 - Present

GREEN LEAF ADVISORS

Office #1: 3523 State Route 28 N66, New Bethlehem, PA 16242
RIA
CRD#: 337250
NEW BETHLEHEM, PA
Past

September 27, 2023 - August 28, 2025

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
FORD CITY, PA
Past

September 1, 2021 - August 28, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FORD CITY, PA

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
Pennsylvania
(8/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/25/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/10/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2021
Securities Industry Essentials Examination

Current Firm

GL
GREEN LEAF ADVISORS
GREEN LEAF ADVISORS | GREEN LEAF ADVISORS LLC

CRD#: 337250 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/7/2025 Approved)
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Contact information

Main Address
3523 State Route 28 N66, New Bethlehem, PA 16242
Mailing Address
Phone number
(814) 221-1593
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

GREEN LEAF ADVISORS

CRD#: 337250New Bethlehem, PA 16242

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