Gary
Noveck

Sa Stone Investment Advisors Inc

CRD#729846
Investment Advisor
in Largo, FL
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About this Advisor

Gary Noveck is a financial advisor based out of Largo, Florida, who has been in the industry for 11 years. Noveck is currently employed by Sa Stone Investment Advisors Inc. During their career, the advisor has held roles at Wrp Investments Inc, Sterne Agee Investment Advisor Services, Inc and Sterne Agee Financial Services, Inc. Noveck maintains a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Florida. Sa Stone Investment Advisors Inc is a financial advisory company that has its headquarters in Largo, Florida. It has offices in 146 locations and a total of 265 advisors. It administers $1 billion in assets under management between its 6,782 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 6,782 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Sa Stone Investment Advisors Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Sa Stone Investment Advisors Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Largo, FL

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Sa Stone Investment Advisors Inc Brokerage Details

Total Assets Under Management

$1,400,215,619

FL Average: $1,620,585,161
Total Number of Employees

265

FL Average: 52
Total Number of Accounts

6,046

FL Average: 1,560
Average Account Size

$231,594

FL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops
  • Other

Gary Noveck Work History

Gary has 11 years of experience.

2015 - Present (4 years)

Sterne Agee Investment Advisor Services, Inc

2014 - Present (5 years)

Sterne Agee Financial Services, Inc

2007 - Present (12 years)

Wrp Investments Inc

Disclosures

Gary Noveck has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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