Novem Group

Novem Group (CRD# 158964) is a financial advisory firm headquartered in Rochester, NY. They manage $1,139,277,720 in 3,629 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,139
    MILLION
  • Total Number of Accounts
    3,629
    ACCOUNTS
  • Average Account Value
    $313,937
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA

Financial Advisors at Novem Group
Showing 1 - 10 of 23 top financial advisors.
1
Jeffrey B. Altieri
CRD#: 862821
350 Linden Oaks, Suite 140, Rochester, NY 14625

Jeffrey Altieri (CRD# 862821) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 38 years of experience in the finance industry.

2
Thomas C. Burke
CRD#: 1217162
100 Linden Oaks, Suite 205, Rochester, NY 14625

Thomas Burke (CRD# 1217162) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 27 years of experience in the finance industry.

3
Cynthia M. Deal
CRD#: 5138926
7 Grove Street, Suite 301, Topsfield, MA 01983

Cynthia Deal (CRD# 5138926) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 6 years of experience in the finance industry.

4
Amanda R. Esteves
CRD#: 5597000
350 Linden Oaks, Suite 140, Rochester, NY 14625

Amanda Esteves (CRD# 5597000) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 8 years of experience in the finance industry.

5
Susan C. Fisher
CRD#: 1888587
350 Linden Oaks, Suite 140, Rochester, NY 14625

Susan Fisher (CRD# 1888587) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 33 years of experience in the finance industry. Susan Fisher has taken additional 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.

6
Mark P. Gatti
CRD#: 1027529
7 Grove Street, Suite 301, Topsfield, MA 01983

Mark Gatti (CRD# 1027529) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 40 years of experience in the finance industry. Mark Gatti has taken additional 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.

7
Andrew L. Gentile
CRD#: 1199626
601 Heritage Drive, Suite 225, Jupiter, FL 33458

Andrew Gentile (CRD# 1199626) is an Investment Advisor Representative working at Novem Group in Jupiter, FL and has over 38 years of experience in the finance industry. Andrew Gentile has taken additional 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.

8
Timothy D. Gerlach
CRD#: 5798376
350 Linden Oaks, Suite 140, Rochester, NY 14625

Timothy Gerlach (CRD# 5798376) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 3 years of experience in the finance industry.

9
Robert C. Hayes
CRD#: 5699084
350 Linden Oaks, Suite 140, Rochester, NY 14625

Robert Hayes (CRD# 5699084) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 12 years of experience in the finance industry.

10
Bruce T. Lear
CRD#: 2512908
2032 Brentwood Blvd, Grand Island, NE 68801

Bruce Lear (CRD# 2512908) is an Investment Advisor Representative working at Novem Group in Grand Island, NE and has over 27 years of experience in the finance industry.

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