Joseph "Joe" Notarfrancesco is an Executive Director - Investments and founder of The Legacy Metro Group in the Jericho, Long Island office of Oppenheimer & Co. Inc. He provides wealth management services to individuals, families, businesses, and institutions.
Joe has extensive experience serving both institutional and private clients. He offers a broad range of services, including institutional retirement consulting, executive compensation strategies, and sophisticated private wealth management for high-net-worth individuals. His practice is built on three pillars: helping to protect what clients have earned, simplifying their financial lives, and creating strategies for long-term growth.
His approach begins with understanding each client's unique goals and priorities. Joe works closely with clients existing professionals, including attorneys, accountants, and other advisors, to help ensure every aspect of their financial life is integrated and strategically aligned.
Outside the office, Joe enjoys time with his wife and daughters. He can also be found on the golf course, doing his best to stay out of the sand.
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
General Information |
| Firm Start Year: | 2011 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | Oppenheimer |
| Name of Custodial Firm: | Oppenheimer |
| Number of Years with Current Firm: | 1 |
| Work Experience: |
Morgan Staney June 2011-August 2025 Oppenheimer - August 2025-Present |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management |
Services |
| Investment Types: | Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks |
| Can meet clients in the following ways: | Your Office, Email, Phone, Your Home, Our Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life |
Firm Information |
| Assets Managed by Firm: | $90,000,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1% |
Education |
| Bachelors - Finance | Suny Farmingdale - New York 09/2007-06/2011 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://wiseradvisor.com/disclosure/1893213/wiseradvisor-oppenheimer-detailed-disclosure.html |
Disclaimer |
| https://www.oppenheimer.com/legal |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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