Jonathan
Novy
Ritholtz Wealth Management
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About this Advisor
Jonathan Novy is a financial advisor who works out of New York, New York, with a total of 6 years of industry experience. Novy is on the advisory team at Ritholtz Wealth Management. Throughout their career, they have worked at Independent Financial Partners, Lpl Financial LLC, Sheridan Road Advisors, LLC, Ritholtz Wealth Management, Rwm Insurance Services, LLC and Axa Advisors, LLC. Novy holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Ritholtz Wealth Management is a registered investment business headquartered in New York, NY. The company has offices in 15 locations and a total of 47 advisors. It controls $3 billion in assets across its 6,091 client accounts, placing it among the largest firms in the nation by assets under management. Of its 6,091 client accounts, 30% are held by high-net-worth clients who have more than $1 million in investable assets. Ritholtz Wealth Management performs 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 other services. Fees charged by financial advisors typically vary depending on the financial services offered. However, fees charged by Ritholtz Wealth Management likely consist 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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Ritholtz Wealth Management Brokerage Details
$2,943,089,523
47
6,091
$483,187
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
- Other
Jonathan Novy Work History
Jonathan has been registered as a financial advisor for 6 years.*
Rwm Insurance Services, LLC
Ritholtz Wealth Management
Sheridan Road Advisors, LLC
Independent Financial Partners
Lpl Financial LLC
Axa Advisors, LLC
*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 Jonathan Novy 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 Ritholtz Wealth Management
New York, NY
New Orleans, LA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, 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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