Notaro Wealth Advisory
Notaro Wealth Advisory (CRD# 141275) is a financial advisory firm headquartered in Cambridge Springs, PA. They manage $8,240,318 in 37 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$222,711
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NY, TX
Financial Advisors at Notaro Wealth Advisory
1
Jeffrey Notaro (CRD# 1641209) is an Investment Advisor Representative working at Notaro Wealth Advisory in New York, NY and has over 25 years of experience in the finance industry.
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