Laurie
Novak
Boston Financial Management LLC
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About this Advisor
Laurie Novak is a certified financial planner working out of Boston, Massachusetts who has 3 years of relevant experience. Novak is an advisor for Boston Financial Management LLC. Their career trajectory has included roles at Congress Wealth Management, LLC and Boston Financial Management LLC. Novak has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Massachusetts. Boston Financial Management LLC is a firm operating out of Boston, MA. The investment advisory business has offices in three locations and a total of 51 advisors. It manages $4 billion in assets across its 2,820 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 2,820 accounts, 58% are associated with high-net-worth individuals who have at least $1 million in investable assets. Boston Financial Management LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely depend on which service is offered. However, fee types charged by Boston Financial Management LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boston Financial Management LLC Brokerage Details
$3,682,804,638
51
2,820
$1,305,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Laurie Novak Work History
Laurie has been registered as a financial advisor for 3 years.*
Boston Financial Management LLC
Congress Wealth Management, LLC
*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 Laurie Novak 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 Boston Financial Management LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.