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).

Current Firm Details
50 Lakefront Blvd, Suite 215, Buffalo, NY 14202
https://www.linkedin.com/company/noteadvisorsllc/
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $294,820
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
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Note Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Shawn Glogowski, financial advisor Buffalo NY
Shawn C. Glogowski
CRD#: 5260757
50 Lakefront Blvd, Suite 215, Buffalo, NY 14202

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.

2
Angela Hall, financial advisor Hamburg NY
Angela M. Hall
CRD#: 5484945
38 Lake Street, Hamburg, NY 14075

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.

3
Colten Kitcho, financial advisor Buffalo NY
Colten T. Kitcho
CRD#: 7343632
50 Lakefront Blvd, Suite 215, Buffalo, NY 14202

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.

4
Thomas Waring, financial advisor Buffalo NY
Thomas H. Waring
CRD#: 1060143
50 Lakefront Blvd, Suite 215, Buffalo, NY 14202

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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