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Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Remote
Notaro Wealth Advisory
Independent
Total advisors
1Clients per advisor
12 TypicalAvg AUM per client
$792,720 HighHNW client ratio
0% LowJeffrey Notaro is a financial advisor at Notaro Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Vector Asset Management LLC since 2003 and Global Quest LLC since 2005, where he manages property investment funds. Notaro Wealth Advisory provides discretionary investment management and financial planning to individual and high-net-worth clients, employing a fundamental analysis approach with a long-term orientation while allowing shorter-term trading as needed. The firm uses margin and options strategies in managed accounts and offers a secure platform for held-away defined contribution participant accounts, features that are uncommon among similarly categorized independent advisers.
Based on Notaro Wealth Advisory
Based on Notaro Wealth Advisory
Fixed fee engagements for financial planning services; fees may be negotiable
Up to $250 per hour for financial planning services
Account minimum: $100,000 Fee-only: Financial planning services offered on an hourly basis up to $250/hour or fixed fee engagements; fees may be negotiable
Louisiana · New York · Texas
19 years of industry experience
Global Quest LLC
2005 - Present • 21 years
New York, NY
Vector Managed Strategies LLC
2003 - 2020 • 17 years
New York, NY
Vector Asset Management LLC
2003 - Present • 23 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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