Novick & Company Financial Group, LLC

Novick & Company Financial Group, LLC (CRD# 149287) is a financial advisory firm headquartered in New Canaan, CT. They manage $140,505,049 in 392 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $358,431
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CT, NJ, NY, PA

Financial Advisors at Novick & Company Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven S. Novick
CRD#: 2187676
39 Locust Avenue, Suite 100, New Canaan, CT 06840
58
Wealthminder
score

Steven Novick (CRD# 2187676) is an Investment Advisor Representative working at Novick & Company Financial Group, LLC in New Canaan, CT and has over 25 years of experience in the finance industry.

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