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Tiffany N
Series 65
Metairie, LA
Arete Wealth Advisors, LLC
Tiffany Noto is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience and a Series 65 designation. She has worked at multiple firms including Center Street Advisors, Inc. and Madison Avenue Securities, LLC. In addition to her advisory role, she owns Progen Financial Consulting, LLC and serves as a Sunday school teacher at St. Paul's Episcopal Church. She also holds a controller/bookkeeper position at Diesel Worx and volunteers as a substitute teacher. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven allocation and proprietary model portfolios, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.
Anthony S
Series 63, Series 65
New York, NY
Arete Wealth Advisors, LLC
Anthony Santarpia is a financial advisor with Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at A.G.P. / Alliance Global Partners, Aegis Capital Corp, and National Securities Corp. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and integrates affiliated financial businesses and product channels in its service offerings.
Kelsey N
CFP®, Series 65
Chicago, IL
Arete Wealth Advisors, LLC
Kelsey Narish is a CFP® with eight years of industry experience, currently serving at Arete Wealth Advisors, LLC since 2023. She also operates Narish Financial Service, where she provides life insurance and annuities as part of comprehensive financial planning. Prior to her financial advisory roles, she worked at Bradley-Bourbonnais Community High School for one year. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.
Christopher B
Series 63, Series 65
Melville, NY
Arete Wealth Advisors, LLC
Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.
Dwayne S
Series 63, Series 65
Sunrise, FL
Arete Wealth Advisors, LLC
Dwayne Samboy is a financial advisor with Arete Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including 12 years at National Securities Corp and 4 years at Arete Wealth Management LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and employs a due-diligence process for recommended managers and private investments.
Miao Ling G
Series 63, Series 65
San Francisco, CA
Arete Wealth Advisors, LLC
Miao Ling Guan is a financial advisor at Arete Wealth Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Portsmouth Financial and Morgan Stanley. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary rule-based model allocations, while also utilizing third-party sub-advisers and acting as an ERISA fiduciary when applicable.
Joshua C
Series 63, Series 65
West Des Moines, IA
Arete Wealth Advisors, LLC
Joshua Cross is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, he is president of Silvercap Wealth Management and a partner in Silvercap Tax Services LLC, which provides tax preparation services. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, supplemented by third-party sub-advisers and a due-diligence process.
Omar R
Series 63, Series 66
Jersey City, NJ
Arete Wealth Advisors, LLC
Omar Rajjoub is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ocean Capital and HudsonPoint. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.
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