Geoffrey
Novack
Financial Management Strategies, Inc
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About this Advisor
Geoffrey Novack is a financial advisor who works out of Broadview Heights, Ohio with 23 years of relevant experience. Novack is an employee of Financial Management Strategies, Inc. Over the course of their career, they have held roles at Home Life Ins Co, Walnut Street Securities, Inc, Financial Management Strategies, Inc, Alpha Financial Services, Inc, Cetera Advisor Networks LLC and Plancorp, Inc. Novack holds a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in Ohio and Texas. Financial Management Strategies, Inc is a business that has its headquarters in Broadview Heights, OH. The company has offices in seven locations and a total of 34 financial advisors. It controls $522 million in assets under management among its 1,630 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 1,630 client accounts, 40% are associated with high-net-worth investors who have at least $1 million in investable assets. Financial Management Strategies, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types charged by Financial Management Strategies, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Management Strategies, Inc Brokerage Details
$522,311,058
34
1,630
$320,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Geoffrey Novack Work History
Geoffrey has been registered as a financial advisor for 23 years.*
Cetera Advisor Networks LLC
Financial Management Strategies, Inc
Home Life Ins Co
Plancorp, Inc
Alpha Financial Services, Inc
Walnut Street Securities, Inc
*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 Geoffrey Novack 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 Financial Management Strategies, Inc
Canton, OH
Zelienople, PA
Broadview Heights, OH
Richardson, TX
Broadview Heights, OH
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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