David Novick is a CFP, ChFC-designated registered investment advisor, based in Union, NJ, with 29 years of industry experience.
Location
Union, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities, including serving on the finance committee of Shir Ami Synagogue Men's Club, working as an independent insurance agent for multiple companies, owning rental property, and teaching finance courses at New York University and Rider University. He also works as a Director of Financial Planning/Financial Professional at Calle Financial Network LLC and as an Investment Advisor Representative (IAR) for CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
The Investment Center, INC.Broker
Prometheus Capital Management CORP.
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
Prudential Investment Management Services LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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