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Andrew James Novelline

ABBOT FINANCIAL MANAGEMENT, INC·ANDOVER, Massachusetts
Clean recordABBOT FINANCIAL MANAGEMENT, INC
63 PARK STREET, ANDOVER, MA 01810CRD# 4422210Firm CRD# 111040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew James Novelline · ANDOVER, MA
Registration
CRD #4422210 · ABBOT FINANCIAL MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew James Novelline is a registered financial advisor based in ANDOVER, Massachusetts, affiliated with ABBOT FINANCIAL MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ABBOT FINANCIAL MANAGEMENT, INC
ABBOT FINANCIAL MANAGEMENT, INC
AUM
$274M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ABBOT FINANCIAL MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4422210
Firm CRD# 111040
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew James Novelline offer?
Andrew James Novelline specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ANDOVER, Massachusetts for a consultation.
What are Andrew James Novelline's credentials?
Andrew James Novelline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Novelline located?
Andrew James Novelline is based in ANDOVER, Massachusetts, working with ABBOT FINANCIAL MANAGEMENT, INC. Their office serves clients in the ANDOVER metropolitan area and surrounding communities.
How does Andrew James Novelline charge for services?
Andrew James Novelline's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABBOT FINANCIAL MANAGEMENT, INC?
ABBOT FINANCIAL MANAGEMENT, INC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ABBOT FINANCIAL MANAGEMENT, INC

William Thomas Novelline
NORTH ANDOVER, MA

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Research
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