Donald NowakCRD Number: 6495530
Current Firm: Sagepoint Financial, Inc.
Donald Nowak (CRD# 6495530) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Williamsville, NY and has over 6 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|West Herr Automotive Group||Hamburg, NY||Jun 2012 - Current||9|
|Baillie Lumber Company||Hamburg, NY||Aug 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management12,456MILLIONS
Total Number of Accounts53,729ACCOUNTS
Average Account Value$231,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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, WY
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