Colten
Kitcho

Note Advisors, LLC

CRD#7343632
Investment Advisor
in Buffalo, NY

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About this Advisor

Colten Kitcho is a financial advisor based in Buffalo, New York, working with Note Advisors, LLC. Colten has previously held positions at Note Advisors, LLC, Canisus College, Motion Concepts, and Morris And Stapleton, Inc. Colten has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Colten is part of Note Advisors, LLC, which operates out of Buffalo, New York. The firm has 8 employees and manages assets totaling $292.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Note Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

50 Lakefront Blvd, Suite 215
Buffalo, NY 14202

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Note Advisors, LLC Brokerage Details

Total Assets Under Management

$292,461,620

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

8

NY Average: 88
Total Number of Accounts

992

NY Average: 3,892
Average Account Size

$294,820

NY Average: $1,917,921

Investment Advisory Services

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

Colten Kitcho Work History

2021 - Present (3 years)

Note Advisors, LLC

2018 - Present (6 years)

Morris And Stapleton, Inc

2020 - 2021 (1 year)

Motion Concepts

2013 - 2020 (7 years)

Canisus College

Disclosures

Please visit the SEC profile of Colten Kitcho 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

Colten Kitcho
Buffalo, NY
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 6/19/2024. 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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