NOVICK & COMPANY FINANCIAL GROUP, LLC

3 registered advisors·CRD# 149287
SEC# 801-703861203-801-0622
01

Firm Overview

AUM
$215M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at NOVICK & COMPANY FINANCIAL GROUP, LLC

3 registered advisors
Andrea Marie Pellicone
NEW CANAAN, Connecticut
Lisa Ann Novick
NEW CANAAN, Connecticut
Steven Scott Novick
NEW CANAAN, Connecticut
05

Office Locations

NEW CANAAN, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. NOVICK & COMPANY FINANCIAL GROUP, LLC (CRD# 149287) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.