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Alexander Notaro

Valley Financial Management, Inc.

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About Alexander Notaro

Alexander Notaro is a financial advisor with over 6 years of experience in the financial services industry. Alexander is currently registered with Valley Financial Management, Inc. and Valley Wealth Managers, Inc. Alexander has a broad range of experience in the financial services industry, having previously worked at Northwestern Mutual Investment Services, LLC and Mercer Allied Company, LP. Alexander is licensed to provide investment advice in California and a number of other states.

Firm Information

Alexander Notaro is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Notaro’s Registration & Firm History

NY

07/12/2018 - Present

Valley Financial Management, Inc. (New York NY)

NY

11/20/2017 - 06/13/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NY

06/19/2017 - 09/08/2017

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

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Licenses & Designations

BOTH

Issued 02/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Notaro.
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