Matthew A. Novak
SPARTA WEALTH PARTNERS
Inlet Beach, FL
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CRD#: 6015880
Professional summary
Matthew A Novak, CFP® is a registered financial advisor currently at SPARTA WEALTH PARTNERS located in Inlet Beach, Florida and REALTA EQUITIES, INC. located in Wilmington, Delaware.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
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.
(1) 305 NAILS & SPA; 733 5TH ST MIAMI BEACH, FL 33139; NOT INVESTMENT RELATED; NAIL SALON; 305NAILSMIAMI.COM/HOME/APPOINTMENTLINK; OWNER; NET PROFITS; 0.5 HOURS NONE DURING NORMAL TRADING HOURS. (2) CIPCO LLC; 4847 NW 116TH AVE DORAL, FL 33178; REAL ESTATE HOLDING; OWNER/REALTOR; NET PROFITS; 1 HOUR PER WEEK NONE DURING NORMAL TRADING HOURS. (3) HILL COLEMAN ENTERPRISE; 12805 US HWY 98 E STE B202 INLET BEACH, FL 32461; NOT INVESTMENT RELATED; ACCOUNTING FIRM; HILLCOLEMANCPA.COM; OWNER/BUSINESS DEVELOPMENT; NET PROFITS; 5 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (4) NOVAK INSURANCE GROUP; 4847 NW 116TH AVE DORAL, FL 33178; NOT INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT SINCE 6/2022; COMMISSIONS; 2 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (5) MATTHEW NOVAK REAL ESTATE; 4847 NW 116TH AVE DORAL, FL 33178; NOT INVESTMENT RELATED; REAL ESTATE AGENT; MATTHEWNOVAKREALESTATE.COM; OWNER/REAL ESTATE AGENT; COMMISSIONS; 2 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (6) THE MAN ASSOCIATION; 4847 NW 116TH AVE DORAL, FL 33178; PERSONAL HOLDING CO. FOR INVESTMENT BUSINESS EARNINGS - OWNER SINCE 6/2018; COMMISSIONS; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (7) BARBY NAILS SPA; 224 MIRACLE MILE BAY 224 CORAL GABLES, FL 33134; NOT INVESTMENT RELATED; NAIL SALON; BARBY-NAILS-SPA-LLC.SQUARE.SITE/; OWNER; NET PROFITS; 1 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (8) ANDERSON & COLE NAIL SPA; 14741 BISCAYNE BLVD SPACE 150 NORTH MIAMI BEACH, FL 33181; NOT INVESTMENT RELATED; NAIL SALON; ANDERSONANDCOLENAIL.COM; OWNER SINCE 9/2023; NET PROFITS; 1 HOUR PER WEEK NONE DURING NORMAL TRADING HOURS. (9) SPARTA WEALTH PARTNERS; 12805 U.S. 98 E STE B202 INLET BEACH, FL 32461; OUTSIDE RIA; WWW.SPARTAWP.COM; INVESTMENT ADVISORY REPRESENTATIVE; COMMISSIONS AND MANAGEMENT FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew A Novak'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®
CFP®
Start date: 2016
Experience
Current
April 14, 2025 - Present
SPARTA WEALTH PARTNERS
Office #2: 4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211RIA
CRD#: 318036
Inlet Beach, FL
Current
April 10, 2025 - Present
REALTA EQUITIES, INC.
Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801BD
CRD#: 23769
WILMINGTON, DE
Past
June 25, 2018 - May 1, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
FORT LAUDERDALE, FL
Past
June 21, 2018 - May 1, 2024
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
Cooper City, FL
Past
March 21, 2014 - June 19, 2018
MORGAN STANLEY
RIA
CRD#: 149777
BOCA RATON, FL
Past
December 19, 2013 - June 19, 2018
MORGAN STANLEY
BD
CRD#: 149777
BOCA RATON, FL
Past
March 11, 2013 - September 17, 2013
MORGAN STANLEY
BD
CRD#: 149777
COLUMBUS, OH
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".
SW
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS | TOTAL SOLUTIONS ENTERPRISE LLC | TOTAL SOLUTIONS ENTERPRISE
CRD#: 318036 / SEC#: 801-123050
RIA
Registered Investment Advisory firm - (1/20/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/10/2025)
RR
Arizona(4/10/2025)
RR
California(4/10/2025)
RR
Connecticut(4/10/2025)
RR
Florida(4/10/2025)
IAR
Florida(4/22/2025)
RR
Georgia(4/10/2025)
RR
Illinois(4/10/2025)
RR
Massachusetts(4/10/2025)
RR
Nevada(4/10/2025)
RR
New Jersey(4/10/2025)
RR
New York(4/10/2025)
RR
North Carolina(4/10/2025)
IAR
North Carolina(4/14/2025)
RR
Ohio(4/10/2025)
RR
Texas(4/10/2025)
RR
Virginia(4/10/2025)
RR
Washington(4/10/2025)
RR
Wisconsin(4/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS | TOTAL SOLUTIONS ENTERPRISE LLC | TOTAL SOLUTIONS ENTERPRISE
CRD#: 318036 / SEC#: 801-123050
RIA
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Contact information
Main Address
4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211
Mailing Address
Phone number
(704) 575-1148
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 564 |
| AUM (Assets Under Management) | $ 265,387,750 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
