RIA Intelligence

NOVOS PLANNING ASSOCIATES INC

CRD #114673 SEC #801-32082 NEW YORK, NY 212-355-1806
SEC Registered
Total AUM
$93.6M
Discretionary
$90.6M
Employees
2
Clients
51
Accounts
60

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NOVECK, MADELINE, ISAACSICHIEF OPERATIONS OFFICER AND CLIENT ADVISORNA Control
SADIQ, ZAHIDICHIEF COMPLIANCE OFFICERNA Control
MERCER ADVISORS INC.DEPARENT COMPANYE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENTE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENTE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENTE Control
NOVECK, MADELINE, ISAACSIPRESIDENTE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NOVECK, MADELINE, ISAACSIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2017 REGISTERED

Notice Filings (1)

NY

Address

122 EAST 42ND STREET
SUITE 2805
NEW YORK, NY 10168
United States
Phone: 212-355-1806