Eugene
Novitski

Investment Advisor Group

CRD#1679236
Investment Advisor
in Saint Augustine, FL

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About this Advisor

Eugene Novitski is a certified financial planner operating out of Saint Augustine, Florida with a total of 2 years of relevant experience. Novitski is on the advisory team at Investment Advisor Group. The advisor has gained experience at Resource Capital Services (Self Employed, Us Dept Of Defense - Army, Investment Advisor Group and Investment Advisor Alliance. Novitski holds a Series 63 license, certifying them as a securities agent, and is approved to operate in California, Florida, Louisiana, New Jersey, New York, Pennsylvania, Texas and Virginia. Investment Advisor Group is a registered investment company with a branch in Saint Augustine, Florida. The firm has offices in eight locations and a total of nine people on staff. It has $78 million in assets between its 202 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 202 accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management usually vary depending on the type of financial services. However, fee types charged by Investment Advisor Group most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Saint Augustine, FL

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Investment Advisor Group Brokerage Details

Total Assets Under Management

$78,330,296

Total Number of Employees

9

Total Number of Accounts

202

Average Account Size

$387,774

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Eugene Novitski Work History

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

2021 - Present (3 years)

Investment Advisor Group

2015 - 2021 (6 years)

Investment Advisor Alliance

2009 - 2015 (6 years)

Us Dept Of Defense - Army

1980 - 2019 (39 years)

Resource Capital Services (Self Employed

*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 Eugene Novitski 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 Investment Advisor Group

Paul Kohn
Allendale, NJ
Lawrence Weinman
Hancock, NY
Christopher Price
Hancock, NY
Eugene Novitski
Saint Augustine, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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