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Shawn Casey Glogowski

NOTE ADVISORS, LLC·BUFFALO, New York
Clean recordNOTE ADVISORS, LLC
50 LAKEFRONT BLVD, SUITE 215, BUFFALO, NY 14202CRD# 5260757Firm CRD# 171466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Casey Glogowski · BUFFALO, NY
Registration
CRD #5260757 · NOTE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shawn Casey Glogowski is a registered financial advisor based in BUFFALO, New York, affiliated with NOTE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NOTE ADVISORS, LLC
NOTE ADVISORS, LLC
AUM
$292M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NOTE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5260757
Firm CRD# 171466
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Casey Glogowski offer?
Shawn Casey Glogowski specializes in Financial Planning, Investment Management. Contact their office in BUFFALO, New York for a consultation.
What are Shawn Casey Glogowski's credentials?
Shawn Casey Glogowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Casey Glogowski located?
Shawn Casey Glogowski is based in BUFFALO, New York, working with NOTE ADVISORS, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Shawn Casey Glogowski charge for services?
Shawn Casey Glogowski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NOTE ADVISORS, LLC?
NOTE ADVISORS, LLC has approximately 8 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NOTE ADVISORS, LLC

Peter C Campo
HAMBURG, NY
Thomas Howard Waring
BUFFALO, NY

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