Royal Alliance Associates, Inc
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About this Advisor
Timothy Nowak is a financial advisor who works out of Islandia, New York with 3 years of industry experience. Nowak is an employee of Royal Alliance Associates, Inc. During their career, Nowak has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Marist College, Hofstra University, Merrill Lynch, St. John The Baptist Highschool, Guardlab, Bank Of America, N.A and Royal Alliance. Nowak maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut, Maine, New Jersey and New York. Royal Alliance Associates, Inc is an advisory firm operating out of Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 people on staff. It controls $30 billion in total assets among its 149,233 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 191 charities and foundations. Of its 149,233 accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Royal Alliance Associates, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Royal Alliance Associates, Inc Brokerage Details
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
- Educational seminars/workshops
Timothy Nowak Work History
Timothy has been registered as a financial advisor for 3 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
St. John The Baptist Highschool
*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.
Please visit the SEC profile of Timothy Nowak 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 Royal Alliance Associates, Inc
Wesley Chapel, FL
South Jordan, UT
South Jordan, UT
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 firstname.lastname@example.org.
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