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Diane Patricia Novak

CCO INVESTMENT SERVICES CORP.·DEDHAM, Massachusetts
Unclaimed Profile
770 LEGACY PLACE, DEDHAM, MA 02026CRD# 1857183Firm CRD# 39550
01

About

Diane Patricia Novak is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with CCO INVESTMENT SERVICES CORP.. 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
03

Firm Overview

Firm
CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC.
AUM
$7.3B
Regulatory assets under management
Employees
613
Total firm employees
View all advisors at CITIZENS SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1857183
Firm CRD# 39550
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diane Patricia Novak offer?
Diane Patricia Novak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Diane Patricia Novak's credentials?
Diane Patricia Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Patricia Novak located?
Diane Patricia Novak is based in DEDHAM, Massachusetts, working with CCO INVESTMENT SERVICES CORP.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Diane Patricia Novak charge for services?
Diane Patricia Novak'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 CCO INVESTMENT SERVICES CORP.?
CCO INVESTMENT SERVICES CORP. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEDHAM
Jason Cleveland Bugg — CITIZENS SECURITIES, INC.Eric Christopher Benz — FOX HILL WEALTH MANAGEMENTMark Stern Podolsky — SUSTAINABLE INVESTMENT SOLUTIONS, LLCJeffrey Michael Burke — ALBANY ROAD INVESTMENT ADVISERS, LLCJr. Charles Hazard — EXETER VENTURE MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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