Peter Notaro, financial advisor Bethlehem PA

Peter Notaro

CRD Number: 1349652
Current Firm: Usa Financial Securities Corporation

Peter Notaro (CRD# 1349652) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Bethlehem, PA and has over 38 years of experience in the finance industry. Peter Notaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usa Financial Securities Ada, MI Dec 2018 - Current 5
Questar Capital Corporation Minneapolis, MN Mar 2009 - Dec 2018 9
Questar Asset Management Minneapolis, MN Mar 2009 - Dec 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Peter D. Notaro
Phone Number: 888-407-8198
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    1,433
    ACCOUNTS
  • Average Account Value
    $155,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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