Mackenzi
Springer
Novem Group
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About this Advisor
Mackenzi Springer is a financial advisor operating in Rochester, New York with 4 years of industry experience. Springer works at Novem Group. Throughout their career, they have worked at Novem Group, American Portfolios Financial Services, Studco Building Systems, Kobe Japanese Steak & Sushi, St John Fisher College, Woodhouse Day Spa and Greece Athena High School. Springer holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. Novem Group is an advisory company based in Rochester, NY. The investment advisory business has offices in eight locations and a total of 57 employees. It manages $1 billion in assets under management between its 4,203 client accounts, making it one of the bigger firms in the United States by assets under management. The firm serves three charities and foundations. Of its 4,203 client accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Novem Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually vary depending on the services offered. Fees billed by Novem Group can be comprised of any combination of 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
Mackenzi Springer Work History
Mackenzi has been registered as a financial advisor for 4 years.*
Novem Group
American Portfolios Financial Services
Studco Building Systems
Woodhouse Day Spa
St John Fisher College
Kobe Japanese Steak & Sushi
Greece Athena High School
*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 Mackenzi Springer 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
Niagara Falls, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Grand Island, NE
Rochester, NY
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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