Scott Noyes, CFA®, CFP®, AIF®
New Vernon, New Jersey, 07976
Member Since 2005
Noyes Capital offers personal and caring service, experienced judgment and common sense advice to help you stay on your path to financial success. Sound plans, effectively implemented, will measurably improve the quality of your life. At Noyes Capital, you will only get unbiased, objective advice, with no conflict of interest. Your interests always come first. We are passionate about helping you achieve financial success.
We specialize in working with affluent couples who are considering retirement or are fully retired. Our goal is to help them achieve and retain their lifestyle of choice in retirement. While many of our clients are located in northern New Jersey, NYC and Florida, we serve clients located throughout the east coast.
My Location
Background Information
Years of Financial Experience
- 29
Education
- University of Chicago (MBA)
- Knox College (BA)
Certifications and Designations
- CFA®
- CFP®
- AIF®
- CLU®
Association Memberships
- NAPFA
- FPA
- CFP
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Primary Custodian(s)
- Fidelity/National Financial Svcs
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- Registered Investment Advisor
- CRD/IARD Number: 128068
- Securities Registrations: Series 63, Series 65
- Insurance Licenses: Life, Health
Company Names
- Registered Investment Advisor: Noyes Capital Management, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.noyescapital.com
