Ricky
Novick
Pensionmark Financial Group, LLC
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About this Advisor
Ricky Novick is a financial advisor based out of New York, New York with a total of 2 years of industry experience. Novick works at Pensionmark Financial Group, LLC. Over the course of their career, Novick has held roles at Metlife Securities, Metropolitan Life Insurance, Mml Investors Services, LLC, Pensionmark Financial Group and Massmutual Life Insurance. Novick has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and New York. Pensionmark Financial Group, LLC is a business headquartered in Santa Barbara, CA. It has offices in 59 locations and a total of 244 people on staff. It manages $27 billion in total assets across its 7,380 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 142 charitable organizations. Of its 7,380 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely depend on which service is offered. Fees charged by Pensionmark Financial Group, LLC most likely 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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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ricky Novick Work History
Ricky has been registered as a financial advisor for 2 years.*
Pensionmark Financial Group
Pensionmark Financial Group
Massmutual Life Insurance
Mml Investors Services, LLC
Metlife Securities
Metropolitan Life Insurance
*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 Ricky Novick 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 Pensionmark Financial Group, LLC
Brentwood, TN
San Antonio, TX
Madison, WI
Santa Barbara, CA
Saint Petersburg, FL
San Mateo, CA
Fort Mill, SC
South Burlington, VT
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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