Noah M. Shidlofsky
Professional summary
Noah Michael Shidlofsky, who also goes by Noah M Shidlofsky, Noah Shidlofsky, is a registered financial advisor currently at RIVERPOINT WEALTH MANAGEMENT located in Chicago, Illinois.
Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Noah has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Noah Michael Shidlofsky's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2025 - Present
RIVERPOINT WEALTH MANAGEMENT
Office #1: 200 South Wacker Drive Suite 2330, Chicago, IL 60606October 10, 2023 - August 14, 2024
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
RIVERPOINT WEALTH MANAGEMENT
CRD#: 168346 / SEC#: 801-78487
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2025)
Exams
Series 7TO
Date: 10/10/2023
General Securities Representative ExaminationCurrent Firm
RIVERPOINT WEALTH MANAGEMENT
CRD#: 168346 / SEC#: 801-78487
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 983 |
| AUM (Assets Under Management) | $ 747,803,093 |
Red Flags
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