Dean
Novin

Centaurus Financial, Inc

CRD#2538807
Investment Advisor
in Marlton, NJ

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About this Advisor

Dean Novin is a financial advisor based in Marlton, New Jersey, working with Centaurus Financial, Inc. Dean has previously held positions at Centaurus Financial Inc, Stifel Nicolaus & Co Inc, Summit Brokerage Services, Inc, Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. Dean has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Delaware, Florida, New Jersey, New Mexico, and Pennsylvania. Currently, Dean is part of Centaurus Financial, Inc, which operates out of Marlton, New Jersey. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

106 B Centre Blvd.
Marlton, NJ 08053

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

NJ Average: $7,578,581,321
Total Number of Employees

598

NJ Average: 43
Total Number of Accounts

30,814

NJ Average: 3,727
Average Account Size

$169,144

NJ Average: $2,033,427

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
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Dean Novin Work History

2019 - Present (5 years)

Centaurus Financial Inc

2019 - 2019 (< 1 year)

Cetera Advisor Networks LLC

2017 - 2019 (2 years)

Summit Brokerage Services, Inc

2017 - 2019 (2 years)

Cetera Investment Advisers LLC

2009 - 2017 (8 years)

Stifel Nicolaus & Co Inc

Disclosures

Please visit the SEC profile of Dean Novin 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 Centaurus Financial, Inc

Natan Mckenzie
Glen Allen, VA
George Siracuse
Milford, PA
William Fuentes
Simi Valley, CA
Jacob Cornell
Port Charlotte, FL
Ryan Halterman
Kennewick, WA
Alexis Reynoso
Riverside, CA
Joanna Mccomsey
Westlake Village, CA
Isai Juarez
Anaheim, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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