VETTED

Joseph Notarfrancesco

Oppenheimer
Joseph Notarfrancesco
Tel: 516-733-1395 2 Jericho Plaza Jericho, NY 11753
About Joseph Notarfrancesco
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.
About Oppenheimer
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.
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General Information
Firm Start Year:

2011

No. of Employees:

2-4 Employees

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

Qualifications & Memberships
Insurance and Annuity Licenses:

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

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

Compensation and Fees
Fee Structure:

Fee-Based

Compensation Methods:

Based on Assets

Fee % Based on Assets:

1%

Firm Information
Assets Managed by Firm:

$90,000,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

Education
Bachelors - Finance:
Suny Farmingdale - New York
09/2007 - 06/2011
14 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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