Jacqueline
Noveck

Sa Stone Investment Advisors Inc

CRD#1243758
Investment Advisor
in Largo, FL
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About this Advisor

Jacqueline Noveck is a certified financial planner and chartered financial consultant operating in Largo, Florida, with a total of 11 years of work experience. Noveck is an employee of Sa Stone Investment Advisors Inc. The advisor has gained experience at Wrp Investments Inc, Sterne Agee Investment Advisor Services, Inc and Sterne Agee Financial Services, Inc. Noveck maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Florida, Illinois, Pennsylvania and Texas. Sa Stone Investment Advisors Inc is a firm based out of Largo, Florida. It has offices in 146 locations and a total of 265 advisors. It handles $1 billion in total assets across its 6,782 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 6,782 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Sa Stone Investment Advisors Inc has a wide assortment 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 for financial management typically vary depending on which services are offered. However, fees billed by Sa Stone Investment Advisors Inc most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

No

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

Jacqueline Noveck Work History

Jacqueline 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

Jacqueline Noveck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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