Jeffrey
Altieri
Novem Group
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About this Advisor
Jeffrey Altieri is a financial advisor working in Rochester, New York who has 2 years of industry experience. Altieri is currently employed by Novem Group. The advisor has gained experience at Rbc Capital Markets and Novem Group. Altieri has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, New York and South Carolina. Novem Group is an advisory business based in Rochester, NY. The firm has offices in eight locations and a total of 57 employees. It controls $1 billion in assets across its 4,203 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 4,203 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. Novem Group offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on the type of financial services. However, fees charged by Novem Group most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,072,749,714
57
4,203
$255,234
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
Jeffrey Altieri Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Novem Group
Rbc Capital Markets
*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 Jeffrey Altieri 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
Niagara Falls, NY
Rochester, NY
Rochester, NY
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Grand Island, NE
Rochester, NY
Rochester, NY
Jupiter, 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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