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CFP
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CFP
Eugene William Novitski
Investment Advisor Group
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Investment Advisor Group
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$560K average
Assets Under Management
$72.3M
Fee Structure
Minimum Investment:
$100K
Investment Management
Planning
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Location
Saint Augustine, FL
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History
Regulatory History (1)
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Regulatory
June 2021
Final
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How to Read Disclosures
Employment History
Current Registrations
Investment Advisor Group
February 2021 - Present · 5 yrs
Previous Registrations
The Investment Advisor Alliance LLC
April 2015 - February 2021 · 5 yrs 10 mos
Investment Advisors & Consultants, INC.
Broker
March 1995 - August 1998 · 3 yrs 5 mos
Meridian, Dunhill & CO., INC.
Broker
October 1994 - February 1995 · 4 mos
Dunhill Equities, INC.
Broker
February 1989 - October 1994 · 5 yrs 8 mos
Teichberg Securities INC.
Broker
September 1987 - February 1989 · 1 yr 5 mos
State Registrations
2 states
FL
NJ
Advisor
Exams
No exam information available for this advisor.