Joseph Notarfrancesco

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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.

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

CRD#

6006136

Firm CRD#

Name of Broker/Dealer

Oppenheimer

Name of Custodial Firm

Oppenheimer

Years of Experience in Financial Services

Number of Years with Current Firm

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

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

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

Education

Bachelors - Finance

Suny Farmingdale
09/2007 -06/2011

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893213/paladinregistry-Oppenheimer-detailed-disclosure.html

Disclaimer

https://www.oppenheimer.com/legal

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Paladin Research Report For:

Oppenheimer