Mark
Gatti
Novem Group
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About this Advisor
Mark Gatti is a financial advisor based in Topsfield, Massachusetts, working with Novem Group. Mark has previously held positions at Essex Agricultural & T. Inst, Mark Gatti & Associates (Self Employed), H.D. Vest Investment Securities, Inc, American Portfolios Financial Services, Inc, American Portfolios Advisors, Inc, and Novem Group. Mark has passed the Series 63 regulatory exam and is registered to provide services in Florida, Massachusetts, New Hampshire, and South Carolina. Currently, Mark 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
Mark Gatti Work History
Novem Group
American Portfolios Financial Services, Inc
H.D. Vest Investment Securities, Inc
Mark Gatti & Associates (Self Employed)
Essex Agricultural & T. Inst
American Portfolios Advisors, Inc
Disclosures
Please visit the SEC profile of Mark Gatti 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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