Alexander
Notaro
Valley Financial Management, Inc
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About this Advisor
Alexander Notaro is a financial advisor working in New York, New York who has 5 years of industry experience. Notaro is an advisor for Valley Financial Management, Inc. During their career, the advisor has held roles at Mercer Allied Company, Lp, The Ayco Company, L.P, Paramount Country Club, Suny Oneonta, Bmg Music Group, Bradley Bedell, Aaron Bell, Louis S. Cannataro, Robert Reni, Northwestern Mutual Investment Services, LLC, Leumi Investment Services Inc, Bank Leumi Usa, Valley Financial Management, Inc and Valley National Bank. Notaro has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Valley Financial Management, Inc is an advisory company based out of New York, NY. The firm has offices in eight locations and a total of 102 employees. It manages $335 million in assets under management across its 506 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 506 client accounts, 74% are associated with high-net-worth clients who have at least $1 million in assets. Valley Financial Management, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial management fees vary depending on which services the firm provides the client. However, fee types charged by Valley Financial Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Financial Management, Inc Brokerage Details
$334,890,166
102
506
$661,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Alexander Notaro Work History
Alexander has been registered as a financial advisor for 5 years.*
Valley Financial Management, Inc
Valley National Bank
Leumi Investment Services Inc
Bank Leumi Usa
Mercer Allied Company, Lp
Bradley Bedell
Aaron Bell
Louis S. Cannataro
Robert Reni
Northwestern Mutual Investment Services, LLC
The Ayco Company, L.P
Bmg Music Group
Paramount Country Club
Suny Oneonta
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Notaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Financial Management, Inc
Miami, FL
New York, NY
New York, NY
New York, NY
Los Angeles, CA
New York, NY
New York, NY
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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