Novick & Company Financial Group, LLC

Novick & Company Financial Group, LLC (CRD# 149287) is a financial advisory firm headquartered in , . They manage $215,000,000 in 185 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $1,162,162
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA, WY

Financial Advisors at Novick & Company Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Novick, financial advisor New Canaan CT
Steven S. Novick
CRD#: 2187676
50 Locust Avenue, 1st Floor, New Canaan, CT 06840

Steven Novick (CRD# 2187676) is an Investment Advisor Representative working at Novick & Company Financial Group, LLC in New Canaan, CT and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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