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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Quest LLC | New York, NY | Mar 2005 - Current | 19 |
| Vector Asset Management LLC | New York, NY | Jan 2003 - Current | 21 |
| Vector Managed Strategies LLC | New York, NY | Feb 2003 - Aug 2020 | 17 |
| Vision Brokerage Services, LLC | New York, NY | Jan 2001 - Mar 2015 | 14 |
| High Ridge Futures LLC | New York, NY | Nov 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- NY
- TX
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Total Assets Under Management8MILLIONS
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Total Number of Accounts37ACCOUNTS
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Average Account Value$222,711
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, NY, TX
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