David NoveckCRD Number: 6339085
Current Firm: Morgan Stanley
David Noveck (CRD# 6339085) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Mogan Stanley||New York, NY||Oct 2016 - Current||1|
|Morgan Stanley||New York, NY||May 2016 - Oct 2016||< 1|
|Wells Fargo Advisors, LLC||Linwood, NJ||Mar 2014 - May 2016||2|
|Schneider National Inc.||Carlisle, PA||Aug 2013 - Mar 2014||< 1|
|Schneider National Inc.||Green Bay, WI||Jun 2013 - Aug 2013||< 1|
|Student||College Park, MD||Aug 2012 - Jun 2013||< 1|
|Borgata, Casino & SPA||Atlantic City, NJ||Jun 2012 - Aug 2012||< 1|
|Student||College Park, MD||Aug 2011 - Jun 2012||< 1|
|New Vistas Corporation||Northfield, NJ||Jun 2011 - Aug 2011||< 1|
|Student||Linwood, NJ||Jan 2004 - Jun 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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