Angela M. Hall

NOTE ADVISORS

Hamburg, NY 14075

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CRD#: 5484945

Professional summary

Angela Marie Hall, CFP® is a registered financial advisor currently at NOTE ADVISORS, LLC located in Hamburg, New York.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Angela has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Independent Insurance Agent - GCW Capital Group; GCW Risk and Benefit Solutions Inv Related: Y; Nature: Individual, Life, Health, Fixed, Group life, Group Health, Group ltd, std, Group dental, Group visions, etc. Position: Sales Start: 2018 No Hr/Mo: 30 No Hr/Mo during trading: 30;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Hall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 2, 2018 - Present

NOTE ADVISORS, LLC

Office #1: 38 Lake Street, Hamburg, NY 14075

RIA

CRD#: 171466

Hamburg, NY

Past

April 9, 2018 - December 13, 2018

STERLING INVESTMENT COUNSEL, LLC

RIA

CRD#: 282624

BUFFALO, NY

Past

February 14, 2018 - April 12, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

BUFFALO, NY

Past

February 14, 2018 - May 31, 2018

LPL FINANCIAL LLC

CRD#: 6413

BUFFALO, NY

Past

September 22, 2017 - February 14, 2018

SII INVESTMENTS, INC.

RIA

CRD#: 2225

BUFFALO, NY

Past

September 22, 2017 - February 14, 2018

SII INVESTMENTS, INC.

CRD#: 2225

BUFFALO, NY

Past

July 1, 2013 - September 25, 2017

MORGAN STANLEY

RIA

CRD#: 149777

WILLIAMSVILLE, NY

Past

May 15, 2013 - September 25, 2017

MORGAN STANLEY

CRD#: 149777

WILLIAMSVILLE, NY

Past

June 14, 2010 - March 8, 2013

LPL FINANCIAL LLC

CRD#: 6413

E. AMHERST, NY

Past

February 18, 2008 - May 20, 2010

SIGNATOR INVESTORS, INC.

CRD#: 468

WILLIAMSVILLE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NOTE ADVISORS, LLC

GCW CAPITAL, LLC | NOTE ADVISORS, LLC

CRD#: 171466 / SEC#: 801-79807

RIA

Registered Investment Advisory firm - (5/27/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/26/2021)

IAR

Texas
(8/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/18/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/28/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/14/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOTE ADVISORS, LLC

GCW CAPITAL, LLC | NOTE ADVISORS, LLC

CRD#: 171466 / SEC#: 801-79807

RIA

Registered Investment Advisory firm - (5/27/2014 Approved)

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Contact information

Main Address

50 Lakefront Blvd, Suite 215, Buffalo, NY 14202

Mailing Address

Phone number

(716) 256-1682

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOTE FORM ADV PART 2A 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,010
AUM (Assets Under Management)	$ 382,234,812

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Angela M. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING INVESTMENT COUNSEL, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

MORGAN STANLEY

MORGAN STANLEY

LPL FINANCIAL LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

NOTE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2013

Series 63

Date: 2/28/2008

SIE

Date: 5/31/2018

Series 7

Date: 5/14/2013

Series 6

Date: 2/14/2008

Current Firm

NOTE ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOTE ADVISORS, LLC

TRUST BUT VERIFY

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