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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- BeaconRidge +more
- Established Date
- 01-22-2007
- Office Locations
- 1
Office Locations
About Notaro Wealth Advisory
Notaro Wealth Advisory is an SEC-registered RIA founded by CFP professional Jeffrey Notaro, providing comprehensive financial planning and ongoing investment management with a strong retirement-planning process (Social Security/Medicare, 401(k)/IRA strategy, withdrawals). Based in Tokyo with a U.S. office, the firm specializes in U.S. expats living in Japan, including cross-border tax and pension coordination. Portfolios are primarily implemented with ETFs, often via Interactive Brokers.
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Owner & Executives
JEFFREY RICHARD NOTARO
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #1641209
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,512,645 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,512,645 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,512,645
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $347,303,597 | 10.9% |
| Cash | $194,362,564 | 6.1% |
| U.S. Government/Agency | $324,999,697 | 10.2% |
| Corporate - Investment Grade | $337,744,783 | 10.6% |
| Corporate - Non-Investment Grade | $662,744,479 | 20.8% |
| Derivatives | $254,901,723 | 8.0% |
| Municipal Bonds | $732,842,453 | 23.0% |
| Private Funds | $331,372,240 | 10.4% |
| Total | $3,186,271,536 | 100.0% |