BN
BN

Brian Matthew Novellin

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
739 clients
Average Client Portfolio
$617K average
Assets Under Management
$455.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee is negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5582 West Henrietta Rd., West Henrietta, NY, 14586

Get directions

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 Activities

Brian works for Horizon Advisory Services, Inc. full-time, including full-time during trading hours.

Employment History
Current Registrations
Horizon Financial
September 2021 - Present · 4 yrs 5 mos
Private Client Services, LLCBroker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
September 2020 - December 2020 · 3 mos
Securities Service Network, LLCBroker
February 2016 - September 2020 · 4 yrs 7 mos
Ameriprise Financial Services, INC.Broker
May 2013 - March 2016 · 2 yrs 10 mos
State Registrations10 states
FLMAMDNCNHNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.