Gerard Novello
Professional Summary
Gerard Novello is a registered financial advisor currently at WELLFLEET INVESTMENTS LLC located in Floral Park, New York. Gerard is registered as a RR (Registered Representative) and started their career in finance in 2005. Gerard has worked at 3 firms and has passed the SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
WELLFLEET CAPITAL & INVESTMENT MANAGEMENT COMPANY | WELLFLEET INVESTMENTS LLC | WELLFLEET CAPITAL COMPANY
Contact Information
Main Address
85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001Mailing Address
Po Box 222142, Great Neck, NY 11022-2142Phone Number
(516) 487-7450Established
New York since 02/17/1998Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gerard Novello's CRS (Customer Relationship Summary).
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