Noah Steinbrenner has been Financial Advisor of CGC Financial Services since July 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm.
CGC Financial Services, LLC is a Lake Oswego, OR firm with $876M under management, 1,151 clients and 5 advisers in one office, as of its August 2026 filing.
Noah Steinbrenner’s longest registration is the current one, 4 years at CGC Financial Services since 2021. Before joining CGC Financial Services in 2021, Noah Steinbrenner was registered through Osaic Wealth, Inc.
- CGC Financial ServicesCurrent– present · 4 yearsLake Oswego, OR · Adviser representative · Firm CRD 155446
- Osaic Wealth, Inc.– · 2 yearsLake Oswego, OR · Adviser representative · Firm CRD 23131
Investment adviser representative registrations
Noah Steinbrenner is registered as an investment adviser representative in Oregon, since November 2021.
- OregonSince 23 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 7 November 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 2021 |
| SIE | Securities Industry Essentials Examination | 5 April 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7250494
- Firm
- CGC Financial Services · CRD 155446
- Role
- Financial Advisor
- Office
- 5 CENTERPOINTE DR SUITE 550, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Noah Steinbrenner work?
Noah Steinbrenner has been Financial Advisor of CGC Financial Services, LLC since July 2025.
Is Noah Steinbrenner a financial advisor?
Yes. Noah Steinbrenner has a current investment-adviser registration in Oregon, through CGC Financial Services since November 2021.
How many years of experience does Noah Steinbrenner have?
Noah Steinbrenner has 4 years in the financial industry, since November 2021, across 2 adviser firms.
What exams has Noah Steinbrenner passed?
Noah Steinbrenner has passed 4 licensing exams: the Series 65, SIE, Series 63 and Series 7TO. The earliest, the Series 65, was passed in November 2019.
Where is Noah Steinbrenner based?
Noah Steinbrenner’s registered office is in Lake Oswego, OR.
Is Noah Steinbrenner registered with FINRA?
No. Noah Steinbrenner has no current broker registration.
How can I verify Noah Steinbrenner’s record?
Search CRD 7250494 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Noah Steinbrenner’s full registration record.
