Scott Nowak, financial advisor Franklin WI

Scott Nowak

CRD Number: 1011257
Current Firm: Grove Point Advisors, LLC

Scott Nowak (CRD# 1011257) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Franklin, WI and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current 2
Grove Point Investments, LLC Rockville, MD Jan 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
Contact Info for Scott D. Nowak
Phone Number: 301-944-5900
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,927
    MILLIONS
  • Total Number of Accounts
    8,355
    ACCOUNTS
  • Average Account Value
    $230,614
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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