Noah Jonathan Mather
Advisor at LPL Enterprise — Syracuse, NY Plum St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Syracuse, NY 13204
LPL Enterprise
Institution
Noah Mather is a Series 66-licensed financial advisor with LPL Enterprise, based in Syracuse, NY, and has one year of industry experience. Prior to joining LPL Enterprise, he held positions at PRUCO Securities, LLC, and has worked in a variety of roles outside the financial sector. He also works part-time as an Instacart shopper. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Syracuse, NY Plum St
500 Plum St, Ste 301
Syracuse NY 13204
Advisors at this office
55
New York
1 year of industry experience
LPL Enterprise
2024 - Present • 2 years
Syracuse, NY
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Syracuse, NY
Great Lakes Athletics
2023 - 2024 • 1 year
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SUNY Oswego Campus Recreation
2023 - 2024 • 1 year
Oswego, NY
Planet Fitness
2022 - 2023 • 1 year
Oswego, NY
Chemung County Buildings and Grounds
2022 - 2022 • 1 year
Elmira, NY
SUNY Oswego
2021 - 2024 • 3 years
Oswego, NY
Unemployed
2021 - 2021 • 1 year
Elmira, NY
Corning Community College
2019 - 2021 • 2 years
Corning, NY
Save a Lot
2018 - 2021 • 3 years
Elmira, NY
Unemployed
2014 - 2018 • 4 years
Elmira, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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