Noah Schmall

BRIDGEWAY WEALTH MANAGEMENT

Cedar Rapids, IA 52402

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CRD#: 7454551

Professional summary

Noah Schmall is a registered financial advisor currently at BRIDGEWAY WEALTH MANAGEMENT, LLC located in Cedar Rapids, Iowa.

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 66, Series 7TO, SIE and Series 24 exams.

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.

1) Schmall Law Firm PLLC; Not Investment Related; Cedar Rapids, Iowa; Nature - Practice of Law; Position/Title - Member, Manager; Start Date - 07/01/2023; hours/month - 30; Hours/Month During Securities Trading Hours - 0; Duties: Preparation of Estate Plans, Wills, Power of Attorney, and other relatable legal work

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Schmall'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®

None

Experience

Current

June 30, 2023 - Present

BRIDGEWAY WEALTH MANAGEMENT, LLC

Office #1: 1909 51st Street Ne, Cedar Rapids, IA 52402

RIA

CRD#: 326547

Cedar Rapids, IA

Past

January 4, 2022 - July 20, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Cedar Rapids, IA

Past

November 23, 2021 - July 20, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CEDAR RAPIDS, IA

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".

BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD#: 326547 / SEC#: 801-128190

RIA

Registered Investment Advisory firm - (6/16/2023 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

Iowa
(6/30/2023)

IAR

Texas
(7/11/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/31/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/23/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/25/2021

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 12/12/2022

General Securities Principal Examination

Current Firm

BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD#: 326547 / SEC#: 801-128190

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

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Contact information

Main Address

1909 51st Street Ne, Cedar Rapids, IA 52402

Mailing Address

Phone number

(319) 393-6535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR BRIDGEWAY WEALTH MANAGEMENT, LLC (1/15/2025)

Regulatory assets under management

Total Number of Accounts	382
AUM (Assets Under Management)	$ 151,481,945

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.

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Noah Schmall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BRIDGEWAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/31/2021

Series 7TO

Date: 11/23/2021

SIE

Date: 10/25/2021

Series 24

Date: 12/12/2022

Current Firm

BRIDGEWAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGEWAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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