Brian Novotny, financial advisor Lagrange OH
73 score

Brian Novotny

CRD Number: 5994453
Current Firm: The Huntington Investment Company

Brian Novotny (CRD# 5994453) is an Investment Advisor Representative working at The Huntington Investment Company in Lagrange, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Lorain, OH Feb 2017 - Current 1
Lpl Financial LLC Huron, OH Sep 2013 - Current 4
Firstmerit Bank, N.a. Akron, OH Apr 2013 - Current 5
Firstmerit Financial Services Huron, OH Apr 2013 - Current 5
Job Searching Avon Lake, OH Dec 2012 - Apr 2013 < 1
Bank Of America, N.a. Cleveland, OH Feb 2012 - Dec 2012 < 1
Merrill Lynch Cleveland, OH Oct 2011 - Dec 2012 1
Conrads Cleveland, OH Jun 2011 - Oct 2011 < 1
Job Searching Cleveland, OH Jan 2011 - Jun 2011 < 1
Us Air Force Worldwide, VA May 1990 - Jan 2011 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brian M. Novotny
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    888
    MILLIONS
  • Total Number of Accounts
    6,878
    ACCOUNTS
  • Average Account Value
    $129,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States

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

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BADGES
73

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