Unclaimed Profile

Amanda Rachel Esteves

NOVEM GROUP·ROCHESTER, New York

Clean recordNOVEM GROUP

350 LINDEN OAKS, ROCHESTER, NY 14625CRD# 5597000Firm CRD# 158964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amanda Rachel Esteves · ROCHESTER, NY

Registration

CRD #5597000 · NOVEM GROUP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amanda Rachel Esteves is a registered financial advisor based in ROCHESTER, New York, affiliated with NOVEM GROUP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NOVEM GROUP

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NOVEM GROUP →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5597000

Firm CRD# 158964

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amanda Rachel Esteves offer?

Amanda Rachel Esteves specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Amanda Rachel Esteves's credentials?

Amanda Rachel Esteves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amanda Rachel Esteves located?

Amanda Rachel Esteves is based in ROCHESTER, New York, working with NOVEM GROUP. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Amanda Rachel Esteves charge for services?

Amanda Rachel Esteves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NOVEM GROUP?

NOVEM GROUP has approximately 50 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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