Alexander Notaro (CRD# 6777398) is an Investment Advisor Representative working at Valley Financial Management, Inc. in New York, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Valley Wealth Managers, Inc. | Los Angeles, CA | Apr 2023 - Current | 1 |
Valley Financial Management, Inc. | New York, NY | Apr 2022 - Current | 2 |
Valley National Bank | New York, NY | Apr 2022 - Current | 2 |
Leumi Investment Services Inc. | New York, NY | Jul 2018 - Apr 2022 | 3 |
Bank Leumi Usa | New York, NY | Jun 2018 - Apr 2022 | 3 |
Northwestern Mutual Investment Services, LLC | New York, NY | Nov 2017 - Jun 2018 | < 1 |
Bradley Bedell | New York, NY | Sep 2017 - Jun 2018 | < 1 |
Aaron Bell | New York, NY | Sep 2017 - Jun 2018 | < 1 |
Louis S. Cannataro | New York, NY | Sep 2017 - Jun 2018 | < 1 |
Robert Reni | New York, NY | Sep 2017 - Jun 2018 | < 1 |
The Ayco Company, LP | Albany, NY | Oct 2016 - Sep 2017 | < 1 |
Mercer Allied Company, LP | Albany, NY | Mar 2017 - Aug 2017 | < 1 |
Paramount Country Club | New City, NY | May 2013 - Sep 2016 | 3 |
Suny Oneonta | Oneonta, NY | Sep 2012 - May 2016 | 3 |
Bmg Music Group | New York, NY | Jun 2014 - Apr 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CA
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$661,838
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, DE, FL, IL, LA, MD, NJ, NY, OH, SC, TX
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