Note Advisors, LLC

Investment Advisor
in Buffalo, NY

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About this Advisor

Mario Riccadonna is a financial advisor based in Buffalo, New York. Riccadonna works at Note Advisors, LLC. Throughout their career, they have worked at Mariner Wealth Advisors, Student, Edward Jones, Wright Automotive, Firebirds, Sheetz and Note Advisors, LLC. Riccadonna maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in New York. Note Advisors, LLC is an advisory firm that has its headquarters in Buffalo, NY. It administers $199 million in total assets among its 921 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 921 customer accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Note Advisors, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually are based on the services provided. Fees billed by Note Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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


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

Mario Riccadonna Work History

Mario has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Note Advisors, LLC

2022 - 2023 (1 year)

Mariner Wealth Advisors

2021 - 2022 (1 year)

Mariner Wealth Advisors

2019 - 2019 (< 1 year)

Edward Jones

2018 - 2018 (< 1 year)

Wright Automotive

2017 - 2017 (< 1 year)


2016 - 2020 (4 years)


2014 - 2016 (2 years)


2012 - 2016 (4 years)


*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 Mario Riccadonna 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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