Unclaimed Profile

John Francis Noonan

CONFIDENTIAL MANAGEMENT ADVISORS, INC.·TROY, Michigan

SIE, Series 1, Series 7TO, Series 24, Series 40, Series 63, Series 65Clean record17 years registeredCONFIDENTIAL MANAGEMENT ADVISORS, INC.

1700 WEST BIG BEAVER, TROY, MI 48084CRD# 348941Firm CRD# 125936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Francis Noonan · TROY, MI

Registration

CRD #348941 · CONFIDENTIAL MANAGEMENT ADVISORS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONFIDENTIAL MANAGEMENT ADVISORS, INC.

FICAST CORPORATION

Oct 2011 – Nov 2024

TROY, MI

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Jan 2011 – Dec 2024

TROY, MI

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Feb 2009 – Nov 2009

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 40

Series 63

Series 65

Registration record

First registered · February 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

CRD 125936 · SEC 801-70741

AUM

$149M

Regulatory assets under management

Employees

159 client accounts

Services offered by CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONFIDENTIAL MANAGEMENT ADVISORS, INC. →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TROY?

Browse all registered financial advisors in TROY, Michigan or claim this profile if it's yours.

Browse TROY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Francis Noonan offer?

John Francis Noonan specializes in Financial Planning, Investment Management.

What are John Francis Noonan's credentials?

John Francis Noonan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Francis Noonan located?

John Francis Noonan is based in TROY, Michigan, last registered with CONFIDENTIAL MANAGEMENT ADVISORS, INC..

How does John Francis Noonan charge for services?

John Francis Noonan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONFIDENTIAL MANAGEMENT ADVISORS, INC.?

CONFIDENTIAL MANAGEMENT ADVISORS, INC. has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →