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Alexander Notaro

Advisor at Valley Wealth Managers, Inc. — Los Angeles, CA

Updated today

Credentials

Series 66

Experience

8 years

Location

Los Angeles, CA 90013

Valley Wealth Managers, Inc. logo

Valley Wealth Managers, Inc.

Team

Total advisors

28

Across 12 offices

Clients per advisor

31 Low

Avg AUM per client

$2,413,817 Very High

HNW client ratio

52% High

About

Alexander Notaro is a financial advisor with Valley Wealth Managers, Inc. in Los Angeles, CA. He holds a Series 66 designation and has eight years of industry experience working at firms including Leumi Investment Services Inc., Northwestern Mutual Investment Services, and Valley National Bank. Outside of his advisory role, Notaro is a member of Notaro Holdings LLC, an investment entity focused on mutual funds and ETFs with plans to acquire real estate. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm uses a client-driven investment process that allocates among equities, fixed income, and cash, supported by an investment committee and third-party services.

Client services

Based on Valley Wealth Managers, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Valley Wealth Managers, Inc.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management

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Fee options

Percentage

$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $15,000,000: 0.65% annually $15,000,001 - $25,000,000: 0.60% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001+: 0.50% annually

Project-based

Financial planning services at $200 per hour

Other

Account minimum: $100,000 Minimum fee: Minimum Quarterly Fee of $1,250 per quarter Fee-only: Financial planning services charged at $200 per hour

Location

See office

Los Angeles, CA

555 West 5th Street, 33rd Floor

Los Angeles CA 90013

Advisors at this office

3

Most active in

California

Work history

8 years of industry experience

Valley Wealth Managers, Inc.

2023 - Present • 3 years

Los Angeles, CA

Valley Financial Management, Inc

2022 - Present • 4 years

New York, NY

Valley National Bank

2022 - Present • 4 years

New York, NY

Leumi Investment Services Inc.

2018 - 2022 • 4 years

New York, NY

Bank Leumi USA

2018 - 2022 • 4 years

New York, NY

Northwestern Mutual Investment Services, LLC

2017 - 2018 • 1 year

New York, NY

Bradley Bedell

2017 - 2018 • 1 year

New York, NY

Aaron Bell

2017 - 2018 • 1 year

New York, NY

Louis S. Cannataro

2017 - 2018 • 1 year

New York, NY

Robert Reni

2017 - 2018 • 1 year

New York, NY

Mercer Allied Company, LP

2017 - 2017 • 1 year

Albany, NY

The Ayco Company, L.P.

2016 - 2017 • 1 year

Albany, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

Max Pashman is a CFP® professional with eight years of experience in financial advising. He is the principal of Pashman Financial LLC, an independent advisory firm, and has held roles at firms including Nectarine and Origin Financial. Outside of his advisory work, he is involved with Nectarine Financial Inc. as a financial planner. Pashman Financial LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services. The firm primarily employs a passive investment approach using model portfolios, index funds, ETFs, and separately managed accounts, and also provides retirement plan consulting and financial education seminars.

General tax planning College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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