The Investment Connection LLC

The Investment Connection LLC (CRD# 171533) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $16,240,240 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $249,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NJ, PA

Financial Advisors at The Investment Connection LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew D. Novick
CRD#: 2909907
991 Route 22 West, Suite 200, Bridgewater, NJ 08807
103
Wealthminder
score

I'm Andrew Novick (CRD# 2909907), founder of The Investment Connection.  

I've been a fee-only advisor my entire professional career, which spans more than 20years.  Don't be fooled by commission-based advisers posing as fee-only planners.   I am both an attorney and financial planner.   Check out my website  www.theinvestmentconnection.com for more information on working with me, including my fees and detail on my customized investment strategies.  I focus on low-cost index strategy using ETFs and offer Socially Responsible Investments and Alternatives at no additional fee.   Let's chat if you want a one-on-one relationship with a financial advisor.  

 

Note that I have taken 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.

2
William Somers
CRD#: 6545001
1001 Route 517, Hackettstown, NJ 07840
88
Wealthminder
score

William Somers (CRD# 6545001) is an Investment Advisor Representative working at The Investment Connection LLC in Hackettstown, NJ and has over 2 years of experience in the finance industry.

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