Gregg
Ducatte

Novak & Powell Financial Services, Inc

CRD#704757
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Gregg Ducatte is a financial advisor based in Saint Petersburg, Florida, working with Novak & Powell Financial Services, Inc. Gregg has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Novak & Powell Financial Services, Inc. Gregg has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Gregg is part of Novak & Powell Financial Services, Inc, which operates out of Saint Petersburg, Florida. The firm has 4 offices and 8 employees. The firm manages assets totaling $305.9 million and offers portfolio management for individuals and small businesses. The fee structure at Novak & Powell Financial Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

146 Second St N Suite 310
Saint Petersburg, FL 33701

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Novak & Powell Financial Services, Inc Brokerage Details

Total Assets Under Management

$305,936,638

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

8

FL Average: 62
Total Number of Accounts

1,043

FL Average: 2,474
Average Account Size

$293,324

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gregg Ducatte Work History

2020 - Present (4 years)

Novak & Powell Financial Services, Inc

2010 - Present (14 years)

Raymond James Financial Services Advisors, Inc

2003 - Present (21 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Gregg Ducatte 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

David Novak
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
Terry Carr
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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