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William Thomas Novelline

ABBOT FINANCIAL MANAGEMENT, INC·NORTH ANDOVER, Massachusetts
Unclaimed Profile
510 TURNPIKE STREET, NORTH ANDOVER, MA 01845CRD# 716643Firm CRD# 111040
01

About

William Thomas Novelline is a registered financial advisor based in NORTH 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
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# 716643
Firm CRD# 111040
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Thomas Novelline offer?
William Thomas Novelline specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.
What are William Thomas Novelline's credentials?
William Thomas Novelline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Thomas Novelline located?
William Thomas Novelline is based in NORTH ANDOVER, Massachusetts, working with ABBOT FINANCIAL MANAGEMENT, INC. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.
How does William Thomas Novelline charge for services?
William Thomas 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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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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