CN
CFP · ChFC
CN
CFP · ChFC

Christopher Ernest Noviello

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

520 Us Hwy 22, 3rd Floor, Ste 305, Bridgewater, NJ, 08807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent with Noviello Financial Group Inc. since 2000, and also provides tax preparation services through Noviello Consulting Services. He is also an investment advisor representative with Vicus Capital, Inc., spending nearly full-time on this activity, and a trustee for family trusts, and a board member for a non-profit.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Vicus Capital, INC.
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Noviello Financial Group, INC.
September 2011 - March 2012 · 6 mos
Walnut Street Securities, INC.
November 2004 - September 2013 · 8 yrs 10 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.Broker
May 2000 - August 2003 · 3 yrs 3 mos
Friedman, Billings, Ramsey & CO., INC.Broker
February 1998 - January 2000 · 1 yr 11 mos
State Registrations23 states
ALAZCACOCTDCFLGAMAMDMEMINCNJNMNVNYOHORPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Ernest Noviello - Financial Advisor | TrueAdvisor