Angela Hall has been an investment adviser representative at Note Advisors since August 2018, and is not listed among the firm’s executive officers or direct owners.
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.
Angela Hall’s longest registration is the current one, 8 years at Note Advisors since 2018. Before joining Note Advisors in 2018, Angela Hall was registered through Sterling Investment Counsel, LLC and LPL Financial LLC.
- Sterling Investment Counsel, LLC– · under a yearBuffalo, NY · Adviser representative · Firm CRD 282624
- LPL Financial LLC– · under a yearBuffalo, NY · Adviser representative · Firm CRD 6413
- Sii Investments, Inc.– · under a yearBuffalo, NY · Adviser representative · Firm CRD 2225
- Morgan Stanley– · 4 yearsWilliamsville, NY · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Angela Hall is registered as an investment adviser representative in 2 states. The first approvals date from August 2018; the most recent is New York, in February 2021.
- New YorkSince 26 February 2021
- TexasSince 2 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 June 2013 |
| Series 7 | General Securities Representative Examination | 14 May 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 February 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Angela Marie Hall
- CRD
- 5484945
- Firm
- Note Advisors · CRD 171466
- Office
- 38 Lake Street, Hamburg, NY 14075
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Angela Hall work?
Angela Hall is an investment adviser representative registered through Note Advisors, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Angela Hall a financial advisor?
Yes. Angela Hall has a current investment-adviser registration in New York and Texas, through Note Advisors since August 2018.
How many years of experience does Angela Hall have?
Angela Hall has 18 years in the financial industry, since May 2008, across 5 adviser firms.
What exams has Angela Hall passed?
Angela Hall has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in February 2008. FINRA credited Angela Hall with the SIE, which began in October 2018.
Where did Angela Hall work before Note Advisors?
Before Note Advisors, Angela Hall was registered through LPL Financial LLC, February 2018 to April 2018; Sii Investments, Inc., September 2017 to February 2018; Morgan Stanley, July 2013 to September 2017.
Where is Angela Hall based?
Angela Hall’s registered office is in Hamburg, NY.
Is Angela Hall registered with FINRA?
No. Angela Hall has no current broker registration.
How can I verify Angela Hall’s record?
Search CRD 5484945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Hall’s full registration record.