Note Advisors, LLC
Note Advisors, LLC (CRD# 171466) is a financial advisory firm headquartered in Buffalo, NY. They manage $292,461,620 in 992 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management292MILLION
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Total Number of Accounts992ACCOUNTS
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Average Account Value$294,820
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY, TX
Shawn Glogowski (CRD# 5260757) is an Investment Advisor Representative working at Note Advisors, LLC in Buffalo, NY and has over 17 years of experience in the finance industry.
Angela Hall (CRD# 5484945) is an Investment Advisor Representative working at Note Advisors, LLC in Hamburg, NY and has over 16 years of experience in the finance industry.
Colten Kitcho (CRD# 7343632) is an Investment Advisor Representative working at Note Advisors, LLC in Buffalo, NY and has 1 year of experience in the finance industry.
Thomas Waring (CRD# 1060143) is an Investment Advisor Representative working at Note Advisors, LLC in Buffalo, NY and has over 26 years of experience in the finance industry.