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David E Novitch

P.J. ROBB VARIABLE
HARRISBURG, PA
·CRD# 2539381·32 years experience

Professional Summary

David E Novitch, who also goes by Dave Eric Novitch, David Eric Novitch, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania. David is registered as a RR (Registered Representative) and started their career in finance in 1994. David has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 51 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dave Eric Novitch, David Eric Novitch

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

Current

P.J. ROBB VARIABLE, LLCCurrent·CRD# 38339
BD
4135 North Front Street, Harrisburg, PA 17110
January 7, 2025 - Present

Past

ALLSTATE FINANCIAL SERVICES, LLCPast·CRD# 18272
BD
Lincoln, NE
November 2, 2021 - December 12, 2023
EVERLAKE DISTRIBUTORS, LLCPast·CRD# 100460
BD
Northbrook, IL
March 9, 2018 - October 28, 2021
ALLSTATE FINANCIAL SERVICES, LLCPast·CRD# 18272
BD
Malvern, PA
February 19, 2014 - April 16, 2018
EVERLAKE DISTRIBUTORS, LLCPast·CRD# 100460
BD
Northbrook, IL
April 30, 2013 - December 31, 2013
NEW ENGLAND SECURITIESPast·CRD# 615
BD
Fairfield, NJ
October 18, 2011 - October 16, 2012
HARTFORD FUNDS DISTRIBUTORS, LLCPast·CRD# 45995
RIA
Rockaway, NJ
August 15, 2006 - March 29, 2011
HARTFORD FUNDS DISTRIBUTORS, LLCPast·CRD# 45995
BD
Wayne, PA
August 15, 2006 - March 29, 2011
HIMCO DISTRIBUTION SERVICES COMPANYPast·CRD# 6604
BD
Rockaway, NJ
August 15, 2006 - March 29, 2011
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
Iselin, NJ
February 25, 2005 - July 31, 2006
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Iselin, NJ
February 25, 2005 - July 31, 2006
STATE FARM VP MANAGEMENT CORP.Past·CRD# 43036
BD
Bloomington, IL
November 23, 2004 - January 5, 2005
TD WEALTH MANAGEMENT SERVICES INC.Past·CRD# 6940
RIA
Tinton Falls, NJ
March 3, 2004 - September 9, 2004
TD WEALTH MANAGEMENT SERVICES INC.Past·CRD# 6940
BD
Philadelphia, PA
March 3, 2004 - September 9, 2004
ALLSTATE FINANCIAL SERVICES, LLCPast·CRD# 18272
BD
Lincoln, NE
April 9, 2003 - February 18, 2004
CITISTREET FINANCIAL SERVICES LLCPast·CRD# 107311
RIA
Woodbridge, NJ
June 11, 2002 - April 24, 2003
CITISTREET EQUITIES LLCPast·CRD# 7447
BD
Somerset, NJ
December 9, 1994 - April 24, 2003

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Current Firm

PR
P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: 8-48197
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Mailing Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Phone Number

(901) 722-5433

Established

Tennessee since 02/21/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER—
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD /MANAGER2232934
MARSHALL, DARRYL KEVINSECRETARY, VICE PRESIDENT/MANAGER2508479
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER4668892
SANTELL, CHRISTY CAROLASSISTANT PRINCIPAL OPERATIONS OFFICER6272704

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(6/5/2025)
RR
Florida
(9/5/2025)
RR
Minnesota
(3/9/2026)
RR
Nebraska
(8/28/2025)
RR
New Jersey
(1/7/2025)
RR
Washington
(1/2/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2002About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1994About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Nov 2014About the Series 51 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jul 2014About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view David E Novitch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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