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Peter Daniel Notaro

USA Financial Securities LLC

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About Peter Daniel Notaro

Peter Notaro is a financial advisor in Bethlehem, PA. Peter Notaro has been in the financial industry since June 20, 1985. Peter Notaro is currently registered with USA Financial Securities LLC. Peter Notaro's previous employers include QUESTAR CAPITAL CORPORATION, PARK AVENUE SECURITIES LLC, COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC., JEFFERSON PILOT SECURITIES CORPORATION, and CAPITAL ANALYSTS, INCORPORATED. Peter Notaro is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Peter Notaro is currently registered with USA Financial Securities LLC. USA Financial Securities LLC is an Approved Limited Liability Company formed on July 3, 2024. Based in ADA, MI, USA, they provide financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and in all 51 states and has over 160 licensed agents, investment advisor representatives, and registered representatives. With a total of 1,395 accounts under management, they oversee $268,691,644 in regulatory assets.
USA Financial Securities LLC

6020 EAST FULTON STREET

ADA, MI 49301

$268.69M

Assets Under Management

265

Total Clients

139

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Peter Notaro’s Registration & Firm History

PA

12/10/2018 - Present

USA Financial Securities LLC (Bethlehem PA)

PA

03/31/2009 - 12/12/2018

QUESTAR CAPITAL CORPORATION (BETHLEHEM PA)

PA

10/02/2006 - 04/13/2009

PARK AVENUE SECURITIES LLC (NAZARETH PA)

NJ

12/20/2001 - 09/20/2006

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

IN

04/19/1989 - 12/21/2001

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NA

05/23/1985 - 03/22/1989

CAPITAL ANALYSTS, INCORPORATED

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Licenses & Designations

BC

Issued 05/28/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Daniel Notaro.
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