David Novitsky

from Bmo Family Office, LLC
SEC regulated
Regulated Investment Advisor
David Novitsky is a financial advisor based in Illinois, Chicago, with 26 years of experience. David currently works for Bmo Family Office, LLC. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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David Novitsky works at Bmo Family Office, LLC
Bmo Family Office, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $5,961,569,883 of assets under management and employs about 135 people. Bmo Family Office, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
320 South Canal Street, Floor 12, Chicago, Illinois, 60606

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