NOTE ADVISORS, LLC

BUFFALO, New York·3 registered advisors·CRD# 171466
SEC# 801-798070(716) 256-1682
01

Firm Overview

AUM
$292M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NOTE ADVISORS, LLC

3 registered advisors
Peter C Campo
HAMBURG, New York
Shawn Casey Glogowski
BUFFALO, New York
Thomas Howard Waring
BUFFALO, New York
05

Office Locations

BUFFALO, New York
2 advisors
HAMBURG, New York
1 advisor

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Data sourced from SEC Form ADV filings. NOTE ADVISORS, LLC (CRD# 171466) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.