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CNoteInvestment advisor in Oakland, CA

CNote is an investment advisor at 2323 Broadway, Oakland, CA 94612, ranked #10 of 143 investment advisors in Oakland and rated 4.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oakland, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about CNote
Address2323 Broadway, Oakland, CA 94612Get directions
Websitemycnote.com
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oakland and 11 towns within 25 miles: Emeryville, Piedmont, Alameda, Berkeley, Albany, Orinda, El Cerrito, Moraga, Chinatown, San Leandro and San Francisco.

Based in Oakland, CAView on map

Questions about CNote

How is CNote ranked in Oakland?

CNote is ranked #10 of 143 investment advisors in Oakland by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does CNote serve?

Serves Oakland and 11 towns within 25 miles: Emeryville, Piedmont, Alameda, Berkeley, Albany, Orinda, El Cerrito, Moraga, Chinatown, San Leandro and San Francisco. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about CNote?

CNote has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact CNote?

The business is at 2323 Broadway, Oakland, CA 94612. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby investment advisors

CNote compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
CNote (this business)—654.0 (4)——
IPX1031: Teresa Fluegel#8665.0 (13)NoNo12.8 mi
Forge Global#9653.8 (13)NoNo7.2 mi
Juniper Square#11654.3 (8)NoNo7.6 mi

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