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Daniel Joseph Novak

NOVAK FINANCIAL PLANNING LLC·BEL AIR, Maryland
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2231 OLD EMMORTON ROAD, BEL AIR, MD 21015CRD# 1316721Firm CRD# 109326
01

About

Daniel Joseph Novak is a registered financial advisor based in BEL AIR, Maryland, affiliated with NOVAK FINANCIAL PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NOVAK FINANCIAL PLANNING LLC
NOVAK FINANCIAL PLANNING LLC
AUM
$349M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NOVAK FINANCIAL PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 1316721
Firm CRD# 109326
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Novak offer?
Daniel Joseph Novak specializes in Financial Planning, Investment Management. Contact their office in BEL AIR, Maryland for a consultation.
What are Daniel Joseph Novak's credentials?
Daniel Joseph Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Novak located?
Daniel Joseph Novak is based in BEL AIR, Maryland, working with NOVAK FINANCIAL PLANNING LLC. Their office serves clients in the BEL AIR metropolitan area and surrounding communities.
How does Daniel Joseph Novak charge for services?
Daniel Joseph Novak's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NOVAK FINANCIAL PLANNING LLC?
NOVAK FINANCIAL PLANNING LLC has approximately 5 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEL AIR
Carol A Novak — NOVAK FINANCIAL PLANNING LLCChad Thomas Arrington — KELLY FINANCIAL GROUP, LLCBryan Elliott Kelly — KELLY FINANCIAL GROUP, LLCCharles Robert Wolpoff — KELLY FINANCIAL GROUP, LLCAnika Simonne Jones — KELLY FINANCIAL GROUP, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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