Novem Group
Novem Group (CRD# 158964) is a financial advisory firm headquartered in Rochester, NY. They manage $1,170,631,357 in 4,381 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,171MILLION
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Total Number of Accounts4,381ACCOUNTS
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Average Account Value$267,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA
Chad Allen (CRD# 6871638) is an Investment Advisor Representative working at Novem Group in Niagara Falls, NY and has over 6 years of experience in the finance industry.
Jeffrey Altieri (CRD# 862821) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 40 years of experience in the finance industry.
Thomas Burke (CRD# 1217162) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 29 years of experience in the finance industry.
Cynthia Deal (CRD# 5138926) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 8 years of experience in the finance industry.
Amanda Esteves (CRD# 5597000) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 10 years of experience in the finance industry.
Susan Fisher (CRD# 1888587) is an Investment Advisor Representative working at Novem Group in Jupiter, FL and has over 35 years of experience in the finance industry.
Charles Garrison (CRD# 4520842) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 6 years of experience in the finance industry.
Mark Gatti (CRD# 1027529) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 42 years of experience in the finance industry.
Andrew Gentile (CRD# 1199626) is an Investment Advisor Representative working at Novem Group in Jupiter, FL and has over 40 years of experience in the finance industry.
Timothy Gerlach (CRD# 5798376) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 5 years of experience in the finance industry.