Eric
Giesler

Novak & Powell Financial Services, Inc

CRD#2786614
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Eric Giesler is a financial advisor operating in Saint Petersburg, Florida with a total of 2 years of industry experience. Giesler is an employee of Novak & Powell Financial Services, Inc. During their career, the advisor has held roles at Comprehensive Financial Consultants Institutional, Inc, Blue Crab Partners, LLC and Novak & Powell Financial Services, Inc. Giesler maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Indiana and Texas. Novak & Powell Financial Services, Inc is an advisory firm operating out of Saint Petersburg, FL. It has offices in three locations and a total of 10 advisors. It administers $256 million in assets across its 970 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Novak & Powell Financial Services, Inc provides portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which services are offered. Fees charged by Novak & Powell Financial Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

146 Second St N Suite 306
Saint Petersburg, FL 33701

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Novak & Powell Financial Services, Inc Brokerage Details

Total Assets Under Management

$256,267,569

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

970

FL Average: 2,474
Average Account Size

$264,193

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Eric Giesler Work History

Eric has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Novak & Powell Financial Services, Inc

2010 - Present (14 years)

Blue Crab Partners, LLC

2003 - Present (21 years)

Comprehensive Financial Consultants Institutional, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Giesler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Novak & Powell Financial Services, Inc

Vincent Sobocinski
Saint Petersburg, FL
Joshua Powell
Saint Petersburg, FL
Samuel Cornell
Tucson, AZ
Robert Kirby
Saint Petersburg, FL
Eric Giesler
Saint Petersburg, FL
Gregg Ducatte
Saint Petersburg, FL
Alan Goldfarb
Saint Petersburg, FL
Janet Bullard
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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