Novak & Powell Financial Services, Inc.

CRD 112970 · St. Petersburg, FL · $359.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 112970
SEC number: 801-108964
Firm type: RIA
Assets under management: $359.5M as of Mar 22, 2026
Website: www.carrteam.com ↗
Phone: 727-451-3440
Address: 146 Second St N, St. Petersburg, FL, 33701

Advisors at this firm

7 in our index · page 1 of 1

Terry Ray CarrCRD 2218799 · St. Petersburg, FL

IA RegisteredRegistration inactive
Samuel Douglas CornellCRD 1790408 · Tucson, AZ

IA Registered

Disclosure event(s) on record
Gregg Stephen DucatteCRD 704757 · St. Petersburg, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Eric Quinten GieslerCRD 2786614 · St. Petersburg, FL

IA Registered
Alan Keith GoldfarbCRD 224200 · St. Petersburg, FL

IA Registered
David William NovakCRD 2811131 · St. Petersburg, FL

IA Registered

Disclosure event(s) on record
Joshua D PowellCRD 4225150 · St. Petersburg, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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