Jeffrey Bernard Altieri

Novem Group

46 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Novem Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

3,399 clients

Average Client Portfolio

$416K average

Assets Under Management

$1.4B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.50%
$250K - $500K	2.25%
$500K - $1.0M	2.00%
$1.0M - $5.0M	1.75%
$5M+	1.50%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

350 Linden Oaks, Suite 140, Rochester, NY, 14625

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2019

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Novem Group

March 2021 - Present · 4 yrs 11 mos

Previous Registrations

RBC Capital Markets, LLC

May 2009 - March 2021 · 11 yrs 10 mos

RBC Capital Markets, LLCBroker

May 2009 - March 2021 · 11 yrs 10 mos

Wells Fargo Advisors, LLCBroker

October 2000 - May 2009 · 8 yrs 7 mos

Wells Fargo Advisors, LLC

January 2000 - May 2009 · 9 yrs 4 mos

Legg Mason Wood Walker, IncorporatedBroker

July 1996 - October 2000 · 4 yrs 3 mos

Tucker Anthony IncorporatedBroker

April 1988 - July 1996 · 8 yrs 3 mos

Cowen & CO.Broker

May 1987 - January 1989 · 1 yr 8 mos

Tucker, Anthony & R. L. Day, INC.Broker

June 1984 - May 1987 · 2 yrs 11 mos

Advest, INC.Broker

September 1983 - June 1984 · 9 mos

Moseley, Hallgarten, Estabrook & Weeden, INC.Broker

February 1982 - September 1983 · 1 yr 7 mos

Foster & CO. Equities, INC.Broker

September 1980 - June 1982 · 1 yr 9 mos

E. F. Miller Municipals INC.Broker

February 1979 - March 1980 · 1 yr 1 mo

State Registrations2 states

NYSC

Advisor

Exams

No exam information available for this advisor.