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CRD#: 327638
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for NOTATION CAPITAL MANAGEMENT, LLC Comes From
Understanding the Statistics for NOTATION CAPITAL MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Main Address
199 N 8th St #3b, Brooklyn, NY 11211
Mailing Address
320 7th Ave #133, Brooklyn, NY 11215
Phone Number
(704) 249-8001
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at NOTATION CAPITAL MANAGEMENT, LLC
CO
Cara Jean O'grady
PR
CRD#: 6484897
Location:
St. Louis, MO 63131
Company:
EDWARD JONES
Disclosures:
Experience:
10 years
SS
Steven Todd Schmidt
IAR
RR
CRD#: 6023611
Location:
St. Louis Park, MN 55426-0134
Company:
LPL ENTERPRISE, LLC
Disclosures:
Experience:
13 years
EB
Eugene Douglas Bunnell
IAR
RR
CRD#: 1306928
Location:
Venice, FL
Company:
PLANMEMBER SECURITIES CORPORATION
Disclosures:
Experience:
31 years
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