Daniel
Novakowski
The Coury Firm
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About this Advisor
Daniel Novakowski is a financial advisor operating out of Pittsburgh, Pennsylvania with 5 years of relevant experience. Novakowski is an employee of The Coury Firm. Throughout their career, Novakowski has worked at Coury Firm Asset Management LLC, D/B/A The Coury Firm, The Coury Firm, LLC F/K/A The Coury Financial Group, Lp, Fsc Securities Corporation, Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P and Coury Investment Advisors, Inc. Novakowski maintains a Series 63 license, qualifying them as a securities broker, and is able to advise clients in Pennsylvania. The Coury Firm is a company based in Pittsburgh, PA. The firm has a total of 19 employees. It has $997 million in assets between its 780 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 780 client accounts, 48% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management usually depend on which service is offered. Fees billed by The Coury Firm most likely consist of some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Coury Firm Brokerage Details
$997,019,611
19
780
$1,278,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Daniel Novakowski Work History
Daniel has been registered as a financial advisor for 5 years.*
Coury Firm Asset Management LLC, D/B/A The Coury Firm
Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P
The Coury Firm, LLC F/K/A The Coury Financial Group, Lp
Coury Firm Asset Management LLC, D/B/A The Coury Firm
Coury Investment Advisors, Inc
Fsc Securities Corporation
Coury Investment Advisors, Inc
The Coury Firm, LLC F/K/A The Coury Financial Group, Lp
*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 Daniel Novakowski 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 The Coury Firm
Los Angeles, CA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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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