Terms and Conditions for SMS Communications

Notaro Wealth Advisory (“NWA” or the “Advisor”) is a D.B.A. for the company Vector Asset Management LLC. 

​Consent for SMS Communication

Information obtained as part of the SMS consent process will not be shared with other parties.

 Types of SMS Communications

If you have consented to receive text messages from Notaro Wealth Advisory you may receive text messages related to our services or opportunities. Below are examples: 

  • "Your quarterly statement is now available to view in your secure client portal."

  • "Are you available this week for a quick call? If so, please use my website calendar to schedule a time that works for you."

  • "Your check was sent out yesterday. Please let me know if you do not receive it soon."

​Standard Messaging Disclosures

  • Thank you for opting into SMS messages from Notaro Wealth Advisory. Messaging frequency may vary (estimated 1-4 a month or less). To opt out at any time reply STOP. For HELP, email info@notarowealthadvisory.com, or call 212-859-0280 (message and data rates may apply), or visit www.notarowealthadvisory.com.

  • Thank you for opting out of SMS messages from Notaro Wealth Advisory. You will not receive any further SMS communication. To opt back in at any time reply START.

  • Thank you for contacting Notaro Wealth Advisory. We will respond shortly to provide the support you need. You can also contact us by email at info@notarowealthadvisory.com, phone 212-859-0280 (message and data rates may apply), or visit www.notarowealthadvisory.com. We look forward to helping you.

​This company will not sell, transfer, share, or distribute the personal information that is collected without your consent unless required by a judge with a court order.

​Notaro Wealth Advisory reserves the right to change the terms at any time. 

 Updated: September 26, 2024

If you have any questions regarding our policies, please contact us by clicking "Schedule a Consultation" in the menu at the top of the webpage, and then select "Send a Message".

NOTARO WEALTH ADVISORY

Notaro Wealth Advisory is an SEC-registered investment adviser providing investment advisory services exclusively to U.S. residents and U.S. taxpayers. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Information & No Solicitation Disclaimer: This website is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell securities, nor does it constitute legal, tax, or investment advice. Advisory services are only rendered in jurisdictions where Notaro Wealth Advisory is registered or properly exempt from registration. Form ADV Part 2A and Part 2B brochures are available upon request. Custody Disclaimer: Client assets are held with independent qualified custodian Interactive Brokers LLC. Held-away 401(k) accounts are monitored via secure, client-permissioned access through Pontera. Notaro Wealth Advisory, Interactive Brokers LLC, and Pontera are separate, unaffiliated entities.

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