Note Advisors, LLC

Investment Advisor
in Hamburg, NY

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About this Advisor

Angela Hall is a certified financial planner who works in Hamburg, New York, with 5 years of industry experience. Hall is an advisor for Note Advisors, LLC. Throughout their career, they have worked at Morgan Stanley, Sii Invesments, Inc, Lpl Financial LLC, Sterling Investment Counsel, LLC, Jensen Marks Langer And Vance and Gcw Capital. Hall has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in New York and Texas. Note Advisors, LLC is a financial advisory firm operating out of Buffalo, NY. It administers $199 million in total assets among its 921 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 921 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Note Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services are offered. Fee types charged by Note Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

38 Lake Street
Hamburg, NY 14075

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Note Advisors, LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Angela Hall Work History

Angela has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Gcw Capital

2017 - Present (6 years)

Jensen Marks Langer And Vance

2018 - 2018 (< 1 year)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Sterling Investment Counsel, LLC

2017 - 2018 (1 year)

Sii Invesments, Inc

2013 - 2017 (4 years)

Morgan Stanley

*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.


Please visit the SEC profile of Angela Hall 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 Note Advisors, LLC

Angela Hall
Hamburg, NY
Mario Riccadonna
Buffalo, NY
Shawn Glogowski
Buffalo, NY
Thomas Waring
Buffalo, NY

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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