Gary Noveck
Gary Noveck is a registered investment advisor at Stonex Advisors INC., based in Largo, FL, with 44 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
Largo, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Gary is an owner and independent agent at Noveck and Noveck, LLC, selling traditional fixed insurance since 2001. This activity takes about a quarter of his time, with some hours during market hours.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
American Capital CorporationBroker
First Investors CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.