Unclaimed Profile

Amy Christine Novakovich

NOVA WEALTH MANAGEMENT, INC.·BONITA SPRINGS, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record17 years registeredNOVA WEALTH MANAGEMENT, INC.

24311 WALDEN CENTER DR, BONITA SPRINGS, FL 34134CRD# 5343509Firm CRD# 169450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Christine Novakovich · BONITA SPRINGS, FL

Registration

CRD #5343509 · NOVA WEALTH MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

NOVA WEALTH MANAGEMENT, INC.

Jan 2014 – present

LPL FINANCIAL LLC

Dec 2011 – Oct 2015

BONITA SPRINGS, FL

FIFTH THIRD SECURITIES, INC.

Sep 2008 – Dec 2011

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 24, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NOVA WEALTH MANAGEMENT, INC.

CRD 169450 · SEC 801-128016

AUM

$152M

Regulatory assets under management

Employees

623 client accounts

Services offered by NOVA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NOVA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Christine Novakovich offer?

Amy Christine Novakovich specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.

What are Amy Christine Novakovich's credentials?

Amy Christine Novakovich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amy Christine Novakovich located?

Amy Christine Novakovich is based in BONITA SPRINGS, Florida, working with NOVA WEALTH MANAGEMENT, INC.. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.

How does Amy Christine Novakovich charge for services?

Amy Christine Novakovich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NOVA WEALTH MANAGEMENT, INC.?

NOVA WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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