Peter
Notaro
Usa Financial Securities Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Peter Notaro is a certified financial planner who works in Bethlehem, Pennsylvania with a total of 5 years of relevant experience. Notaro currently works for Usa Financial Securities Corporation. Their career trajectory has included roles at Questar Capital Corporation, Questar Asset Management and Usa Financial Securities. Notaro holds a Series 63 license, designating them as a securities broker, and can serve investors in Pennsylvania. Usa Financial Securities Corporation is an advisory company based in Ada, MI. The firm has offices in 126 locations and a total of 166 people on staff. It administers $224 million in assets among its 1,433 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,433 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on the services. Fee types charged by Usa Financial Securities Corporation can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Usa Financial Securities Corporation Brokerage Details
$223,546,536
166
1,433
$155,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Peter Notaro Work History
Peter has been registered as a financial advisor for 5 years.*
Usa Financial Securities
Questar Capital Corporation
Questar Asset Management
*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 Peter 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 Usa Financial Securities Corporation
Ada, MI
Ada, MI
Tustin, CA
Ada, MI
Ada, MI
Ada, MI
Ada, MI
Ada, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
