Vincent
Sobocinski
Novak & Powell Financial Services, Inc
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About this Advisor
Vincent Sobocinski is a financial advisor operating out of Saint Petersburg, Florida with a total of 1 year of industry experience. Sobocinski is an advisor for Novak & Powell Financial Services, Inc. During their career, Sobocinski has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Sperry Top Sider, Cold Jet, Kenwood Mall Valet Service, D.S. Design Company, Tesla Inc, Sp Plus Parking, Team Enteprises, Mubea Inc, The Party Source, University Of Cincinnati, New Team LLC, Financial Advisor Trainee - Fadp, Blue Crab Partners, LLC and Novak & Powell Financial Services, Inc. Sobocinski has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Indiana. Novak & Powell Financial Services, Inc is a registered investment firm based out of Saint Petersburg, FL. The firm has offices in three locations and a total of 10 employees. It manages $256 million in total assets between its 970 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The company offers portfolio management for individuals and small businesses. Financial management fees usually are based on which services the firm provides the client. However, fees billed by Novak & Powell Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novak & Powell Financial Services, Inc Brokerage Details
$256,267,569
10
970
$264,193
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Vincent Sobocinski Work History
Vincent has been registered as a financial advisor for 1 years.*
Novak & Powell Financial Services, Inc
Blue Crab Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
The Party Source
Financial Advisor Trainee - Fadp
Team Enteprises
Mubea Inc
New Team LLC
Sp Plus Parking
Tesla Inc
Kenwood Mall Valet Service
D.S. Design Company
Cold Jet
Sperry Top Sider
University Of Cincinnati
*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 Vincent Sobocinski 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
Saint Petersburg, FL
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Saint Petersburg, FL
Saint Petersburg, FL
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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