Captrust
46yrs
Top advisor by experience at Captrust
41yrs
Peter Notaro is a financial advisor in Bethlehem, Pennsylvania, with 41 years in the industry. After ten years at Questar Asset Management and two years at Park Avenue Securities, Peter joined USA Financial Securities in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. Peter holds the CFP® designation.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience nationwide
Office3258 Easton Avenue, Bethlehem, PA 18020
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$235,312
Advisors at the firm127
States licensed ?1 state
Services through USA Financial Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowUSA Financial Securities LLCCurrent firm
- 2009 – 2018Questar Asset Management, Inc.Previously
- 2007 – 2009Park Avenue Securities LLCPreviously
- 2001 – 2006GM Financial GroupPreviously
Contact Peter
(888) 407-8198Firm headquarters in Ada, MI. Ask for Peter. 3258 Easton AvenueBethlehem, PA 18020Office · Get directions Firm websiteHTTP://WWW.USAFINANCIAL.COM
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call USA Financial Securities at (888) 407-8198 and ask for Peter Notaro. Peter works from the Bethlehem, PA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1985, about 41 years. Top 3% by experience nationwide.
What licenses does Peter hold?
Series 63. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Peter paid?
USA Financial Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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