MADELINE I. NOVECK
CAPITAL PRESERVATION PARTNERS | Sr. Wealth Advisor
Bronxville, NY 10708-3703
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CRD#: 1084857
Professional summary
MADELINE ISAACS NOVECK, CFP® is a registered financial advisor currently at CAPITAL PRESERVATION PARTNERS, INC. located in Bronxville, New York.
MADELINE is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. MADELINE has worked at 4 firms and has passed the Series 7 and Series 6 exams.
Biography
Madeline founded Novos Planning Associates, an independent Registered Investment Advisor firm, in 1985. She was an early advocate for the professional standards and academics of the CFP® Board and served as national president of the Institute of Certified Financial Planners. Her areas of expertise include comprehensive financial and estate planning, individual investing, retirement planning, and charitable gift planning. As an art historian and former museum curator, she has special expertise in planning issues related to owning and investing in fine art and antiquities. Madeline received her BA from Cornell University and completed her MA in art history at Columbia University. She has served on non-profit boards and advisory committees and lectured on individual investing, personal planning, and planned giving. Presently, she co-hosts a series on “Investment Strategies for the Individual Investor” at the 92nd Street Y in New York City.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view MADELINE ISAACS NOVECK's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 16, 2024 - Present
CAPITAL PRESERVATION PARTNERS, INC.
Office #1: 55 Pondfield Road, Bronxville, NY 10708-3703RIA
CRD#: 126340
Bronxville, NY
Past
April 25, 2017 - November 12, 2024
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
New York, NY
Past
September 13, 1983 - July 5, 2000
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
December 23, 1982 - October 11, 1983
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS INC. | CAPITAL PRESERVATION PARTNERS, INC.
CRD#: 126340 / SEC#: 801-69807
RIA
Registered Investment Advisory firm - (1/2/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/16/2024)
IAR
Connecticut(12/16/2024)
IAR
New York(12/16/2024)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS INC. | CAPITAL PRESERVATION PARTNERS, INC.
CRD#: 126340 / SEC#: 801-69807
RIA
Registered Investment Advisory firm - (1/2/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
55 Pondfield Road, Bronxville, NY 10708-3703
Mailing Address
Phone number
(914) 337-2272
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 672 |
| AUM (Assets Under Management) | $ 194,742,020 |
Red Flags
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Company Information
CAPITAL PRESERVATION PARTNERS, INC.
Sr. Wealth AdvisorCRD#: 126340Bronxville, NY 10708-3703TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
