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RIA / WealthAdvisorCertified Financial Planner22 years in industry

NOAH DARROW SCHWARTZ

Advisor at MAGNOLIA PRIVATE WEALTH, LLC

Newtown, CT

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Search this name across graphsid dfx:ria:babdccd0-1a1d-41a6-cec7-1a45c9355f25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAGNOLIA PRIVATE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 3, 2003
First registration: Jan 11, 2012
Dual registered: no
Other names: NOAH SCHWARTZ
IAPD individual key: 3093620

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAGNOLIA PRIVATE WEALTH, LLC	Independent wealth	Jul 10, 2023	n/a	yes	Newtown, CT	Current employment
BLUEPRINT FINANCIAL STRATEGIES	n/a	Jan 3, 2017	Jan 10, 2024	no	NEWTOWN, CT	Previous registration
STONEX ADVISORS INC.	Bd affiliated wealth	Jan 30, 2015	Dec 31, 2016	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Jan 11, 2012	Jan 30, 2015	no	Newtown, CT\|YOUNGSTOWN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUEPRINT FINANCIAL STRATEGIES	MAGNOLIA PRIVATE WEALTH, LLC	Jan 10, 2024	Jul 10, 2023	-184	Firm change after gap	Other
STONEX ADVISORS INC.	BLUEPRINT FINANCIAL STRATEGIES	Dec 31, 2016	Jan 3, 2017	3	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	STONEX ADVISORS INC.	Jan 30, 2015	Jan 30, 2015	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MAGNOLIA PRIVATE WEALTH, LLCRegistered adviserregistration: current employment
Jul 10, 2023 to presentfactForm ADV
→ BLUEPRINT FINANCIAL STRATEGIESRegistered adviserregistration: previous registration
Jan 3, 2017 to Jan 10, 2024factForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Jan 30, 2015 to Dec 31, 2016factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 11, 2012 to Jan 30, 2015factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Noah Darrow Schwartz left Blueprint Financial Strategies for Magnolia Private Wealth, Llc (registered 2023-07-10)
Form ADVobserved 6 days ago