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Andrew James Novelline

ABBOT FINANCIAL MANAGEMENT, INC·ANDOVER, Massachusetts
Series 7Clean record23 years registeredABBOT 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

ABBOT FINANCIAL MANAGEMENT, INC
Nov 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · November 21, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ABBOT FINANCIAL MANAGEMENT, INC
CRD 111040 · SEC 801-19944
AUM
$274M
Regulatory assets under management
Employees
4
493 client accounts
Services offered by ABBOT FINANCIAL 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 ABBOT FINANCIAL MANAGEMENT, INC →
Introduction

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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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