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Daniel J Novakowski

COURY FIRM ASSET MANAGEMENT LLC·PITTSBURGH, Pennsylvania
SIE, Series 6, Series 63Clean record7 years registeredCOURY FIRM ASSET MANAGEMENT LLC
260 FORBES AVENUE, PITTSBURGH, PA 15222CRD# 2197494Firm CRD# 289145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel J Novakowski · PITTSBURGH, PA
Registration
CRD #2197494 · COURY FIRM ASSET MANAGEMENT LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

THE COURY FIRM
Oct 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · October 31, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COURY FIRM ASSET MANAGEMENT LLC
CRD 289145 · SEC 801-112543
AUM
$1.1B
Regulatory assets under management
Employees
24
866 client accounts
Services offered by COURY FIRM ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at COURY FIRM ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Daniel J Novakowski offer?
Daniel J Novakowski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Daniel J Novakowski's credentials?
Daniel J Novakowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel J Novakowski located?
Daniel J Novakowski is based in PITTSBURGH, Pennsylvania, working with COURY FIRM ASSET MANAGEMENT LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Daniel J Novakowski charge for services?
Daniel J Novakowski's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COURY FIRM ASSET MANAGEMENT LLC?
COURY FIRM ASSET MANAGEMENT LLC has approximately 24 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COURY FIRM ASSET MANAGEMENT LLC

George Vassili Philippopoulos
PITTSBURGH, PA
Gregg S. Coury
PITTSBURGH, PA

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