Andrew Novick
CRD Number: 2909907Current Firm: The Investment Connection LLC
Compensation Model: Fee Only
I'm Andrew Novick (CRD# 2909907), founder of The Investment Connection.
I've been a fee-only advisor my entire professional career, which spans more than 20years. Don't be fooled by commission-based advisers posing as fee-only planners. I am both an attorney and financial planner. Check out my website www.theinvestmentconnection.com for more information on working with me, including my fees and detail on my customized investment strategies. I focus on low-cost index strategy using ETFs and offer Socially Responsible Investments and Alternatives at no additional fee. Let's chat if you want a one-on-one relationship with a financial advisor.
Note that I have taken exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
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Financial Life Focus, LLC
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Investment Connection LLC | Bridgewater, NJ | Aug 2015 - Current | 8 |
Brookner Law Offices LLC | Bridgewater, NJ | May 2014 - Current | 9 |
The Investment Connection, LLC | Center Valley, PA | May 2014 - Aug 2015 | 1 |
Consultant | Bridgewater, NJ | Jun 2013 - Apr 2014 | < 1 |
- NJ
- NY
- PA
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Total Assets Under Management84MILLIONS
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Total Number of Accounts334ACCOUNTS
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Average Account Value$251,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, NY, PA
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