Andrew Novick, financial advisor Bridgewater NJ

Andrew Novick

CRD Number: 2909907
Current 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.

CONTACT
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
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

Andrew Novick has no recent exams reported.
Contact Info for Andrew D. Novick
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $251,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, PA

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