Adam NovakCRD Number: 6091335
Current Firm: Columbia Management Investment Advisers, LLC
Adam Novak (CRD# 6091335) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 2 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Columbia Threadneedle||Boston, MA||Mar 2015 - Current||2|
|Nfp Securities Inc.||Bethesda, MD||Feb 2014 - Mar 2015||1|
|Bryant University||Smithfield, RI||Sep 2009 - Dec 2013||4|
|Legacy Financial Group||Warwick, RI||Jan 2012 - Aug 2013||1|
|Babson Capital||Springfield, MA||May 2011 - Aug 2011||< 1|
|Longmeadow High School||Longmeadow, MA||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management338,819MILLIONS
Total Number of Accounts8,954ACCOUNTS
Average Account Value$37,839,978
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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