Gavin
Ugone
Novem Group
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About this Advisor
Gavin Ugone is a financial advisor based in Topsfield, Massachusetts, working with Novem Group. Gavin has previously held positions at Novem Group, American Portfolios Financial Services, Inc, Trinity College, and American Renal Associates. Gavin has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Gavin is part of Novem Group, which operates out of Topsfield, Massachusetts. The firm has 7 offices and 50 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Novem Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,170,631,357
50
4,381
$267,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gavin Ugone Work History
Novem Group
American Portfolios Financial Services, Inc
American Renal Associates
American Renal Associates
Trinity College
Disclosures
Please visit the SEC profile of Gavin Ugone 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 Novem Group
Rochester, NY
Grand Island, NE
Rochester, NY
Rochester, NY
Topsfield, MA
Rochester, NY
Rochester, NY
Rochester, NY
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