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Jeremy Thomas Raco

NOVEM GROUP·ROCHESTER, New York
Unclaimed Profile
350 LINDEN OAKS, ROCHESTER, NY 14625CRD# 2641148Firm CRD# 158964
01

About

Jeremy Thomas Raco 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NOVEM GROUP
NOVEM GROUP
AUM
$1.2B
Regulatory assets under management
Employees
50
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2641148
Firm CRD# 158964
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Thomas Raco offer?
Jeremy Thomas Raco specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Jeremy Thomas Raco's credentials?
Jeremy Thomas Raco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Thomas Raco located?
Jeremy Thomas Raco is based in ROCHESTER, New York, working with NOVEM GROUP. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Jeremy Thomas Raco charge for services?
Jeremy Thomas Raco'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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