Top Wealth · rank 132 · New Haven, Connecticut · listed firm: Janney Montgomery Scott
Identity & firm
- Firm — Janney Montgomery Scott LLC (high)
- “After beginning his career with Moseley, Hallgarten, Estabrook & Weeden, Charles spent eighteen years with Legg Mason Wood Walker, Inc. Then, after a short stint with boutique investment bank Stephens, Inc., he joined Ja” — firm_official
- Parent company — gap: not_found_after_search
- Firm type — bank_brokerage (high)
- “Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. Member NYSE , FINRA , SIPC .” — firm_official
- “"firm_name":"JANNEY MONTGOMERY SCOTT LLC","branch_city":"NEW HAVEN","branch_state":"CT","branch_zip":"06511","ia_only":"N","firm_bd_sec_number":"462","firm_bd_full_sec_number":"8-462","firm_ia_sec_number":"7258","firm_ia” — sec_finra_regulatory
- Team name — Noble Wealth Advisors (high)
- “Noble Wealth Advisors 321 Whitney Avenue New Haven , CT 06511-3716 Phone: 203-784-7401 Toll-free: 866-580-2853 Fax: 203-497-8920 E-mail: noblegroup@janney.com” — firm_official
- Team size — 9 (medium)
- “com,noblewealthadvisors)/charles-j--noble,-iii.e1198445.htm ... com,noblewealthadvisors)/alexandra-g--forte.e1198449.htm ... com,noblewealthadvisors)/asa-cort.e1198447.htm ... com,noblewealthadvisors)/brian-t--obremski.e” — firm_official
- CRD — 715430 (high)
- “"individualId": 715430, "firstName": "Charles", "middleName": "Joseph", "lastName": "Noble", "nameSuffix": "III", "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "9/22/1980"” — sec_finra_regulatory
- Years experience — 45 (high)
- “"ind_industry_cal_date":"1980-09-22"” — sec_finra_regulatory
- Designations — — (medium)
- “Charles J. Noble, III Executive Vice President, Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 1900 (high)
- “Team Assets (Custodied): $1.9B” — forbes_shook
- “And today, with over $1 billion assets under management and over 100 years of combined investment experience, we are bringing financial peace of mind to individuals, families, and organizations across the United States a” — firm_official
- Account minimum ($M) — 3 (high)
- “"Minimum account size for new business":"$3M"” — forbes_shook
- Typical client net worth ($M) — 8.5 (high)
- “Typical Net Worth of Relationships: $5-12M” — forbes_shook
- Client niche — multigenerational affluent families and institutions (high)
- “Fast forward to today, and Charles uses his three plus decades of experience, immense knowledge, and acute understanding of market and family dynamics to provide comprehensive wealth management and portfolio solutions fo” — firm_official
- “Our mission is to go beyond finance for you and your family, so you can have peace of mind about your wealth—for this generation and the next.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser.” — firm_official
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.noblewealthadvisors.com/ (high)
- “Website: https://www.noblewealthadvisors.com” — forbes_shook
- Value proposition (verbatim) — Trust + Confidence. You've worked hard to earn your wealth. Preserving and growing it can be complex, just like a puzzle. We're here to listen to you and guide you with consistent, practical advice based on your own unique situation and objectives, so your wealth can work just as hard for you. (high)
- “Trust + Confidence You’ve worked hard to earn your wealth. Preserving and growing it can be complex, just like a puzzle. We’re here to listen to you and guide you with consistent, practical advice based on your own uniqu” — firm_official
- Differentiators — Over 100 years of combined investment experience on one team, Relationship-first: know the family beyond the financial picture, Total wealth management resource — planning, portfolio, and consultation under one roof, Multigenerational legacy focus coordinated with client attorneys and accountants, Serves individuals, families, and institutions across the US and abroad (high)
- “With combined investment experience of over 100 years, we have the perspective necessary to give you clarity about your financial picture, so you can make the best decisions, no matter how big or small.” — firm_official
- “This is why our first priority is to get to know you and your family beyond your financial picture. For us, smart financial planning begins with trust, and trust is only possible after building a relationship.” — firm_official
- Content marketing — occasional (medium)
- “Newsletters Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Our financial newsletters are designed to provide helpful information on a wide variety of financial top” — firm_official
- Has podcast — no (medium)
- “Home Our Team Services About Us Our Focus on You Community Involvement Referrals About Janney Contact Us” — firm_official
- Books published — 0 (medium)
- “Charles is a history buff and voracious reader.” — firm_official
- Linkedin url — https://www.linkedin.com/in/charles-j-noble-lll/ (high)
- “Phone (203) 784-7401 E-mail cnoble@janney.com Website www.linkedin.com/in/charles-j-noble-lll/” — firm_official
- Social presence — linkedin_active (medium)
- “LOGIN FOLLOW Facebook LinkedIn 203-784-7401” — firm_official
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — yes (high)
- “<img ... src="/files/115663/Janney-NWA-logo2~001.png"” — firm_official
- Logo url — https://www.noblewealthadvisors.com/files/115663/Janney-NWA-logo2~001.png (high)
- “/files/115663/Janney-NWA-logo2~001.png” — firm_official
- Visual brand notes — Restrained institutional look: slate-teal (#4e646c) and grey on white, Montserrat sans with georgia serif accents, black-and-white team and advisor portraits, muted landscape hero photography. (high)
