Andrew Lemay has been an investment adviser representative at Note Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners. Andrew Lemay holds a Bachelor's degree in Accounting from St. Bonaventure University and an MBA from St. Bonaventure University.
Note Advisors, LLC is a Buffalo, NY firm with $437M under management, 542 clients and 6 advisers in one office, as of its March 2026 filing.
Andrew Lemay is Tax & Financial Planning Associate of Note Advisors, LLC. He joined the firm in 2026 and supports its tax planning, preparation and compliance services as well as its financial advisors. Before joining Note, he worked in Assurance at a Big 4 accounting firm, in both its Boston and Buffalo offices.
- Note Advisors, LLCCurrent– present · under a yearBuffalo, NY · Adviser representative · Firm CRD 171466
Professional designations
Listed by Note Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Andrew Lemay is registered as an investment adviser representative in New York, since September 2026.
- New YorkSince 30 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8309014
- Firm
- Note Advisors · CRD 171466
- Office
- 50 LAKEFRONT BLVD, SUITE 215, Buffalo, NY 14202
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- noteadvisor.com
Where does Andrew Lemay work?
Andrew Lemay is an investment adviser representative registered through Note Advisors, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Lemay a financial advisor?
Yes. Andrew Lemay has a current investment-adviser registration in New York, through Note Advisors since September 2026.
How many years of experience does Andrew Lemay have?
Andrew Lemay has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Andrew Lemay passed?
Andrew Lemay passed the Series 65 in September 2026.
Where is Andrew Lemay based?
Andrew Lemay’s registered office is in Buffalo, NY.
Is Andrew Lemay registered with FINRA?
No. Andrew Lemay has no current broker registration.
How can I verify Andrew Lemay’s record?
Search CRD 8309014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Lemay’s full registration record.