Nicholas Steven Noto
Investment adviser representative at Millstone Financial Group
11 yearsExperience
1 stateRegistered in
$104.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Millstone Financial GroupDec 2025 to now
- Bank of America, N.A.Aug 2023 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Nov 2025
- Full Time StudentDec 2015 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Millstone Financial Group
Legal name: Millstone Financial Group Limited Liability Company
$104.4MAssets managed
297Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7774608
- Firm CRD
- 297882