from Novem Group
Adam Morgan is a financial advisor based in New York, Rochester, with 4 years of experience. Adam currently works for Novem Group. Adam maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Adam Morgan works at Novem Group
Novem Group is a financial advisor based in Rochester, New York. It currently has around $822,046,318 of assets under management and employs approximately 57 people. The main advice areas covered by Novem Group are: financial planning services, portfolio management for individuals and/or small businesses, pension consulting services, selection of other advisers, publication of periodicals or newsletters and educational seminars/workshops. Novem Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
A percentage of assets under your management, hourly charges and fixed fees
350 Linden Oaks, Suite 140, Rochester, New York, 14625
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