Jeffrey Novak is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey owns a condo hotel unit in Sister Bay, WI, since 2008, managed by the resort. He is also a partner in Inspire by Fire, LLC, a technology company, spending a few hours per week on customer service.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Century Investors of America, INC.Broker
State Registrations47 states
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