Novem Group

Firm record

As recorded in SEC IAPD

Firm CRD

158964

SEC number

801-72741

Firm type

RIA

Assets under management

$1.7B as of Feb 27, 2026

Website

www.novemgroup.com ↗

Phone

585-348-9525

Address

350 Linden Oaks, Rochester, NY, 14625

Advisors at this firm

22 in our index · page 1 of 1

• Kevin Glenn AlbrechtCRD 1446140 · East Bridgewater, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Bernard AltieriCRD 862821 · Rochester, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Coyle BurkeCRD 1217162 · Rochester, NY
  IA Registered
  Disclosure event(s) on record
• Cynthia Mae DealCRD 5138926 · Topsfield, MA
  IA Registered
• Amanda Rachel EstevesCRD 5597000 · Rochester, NY
  IA RegisteredBroker
• Mark Peter GattiCRD 1027529 · Topsfield, MA
  IA RegisteredRegistration inactive
• Andrew Louis GentileCRD 1199626 · Port St Lucie, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Douglas GerlachCRD 5798376 · Rochester, NY
  IA Registered
• Catherine Elizabeth GueliCRD 7058910 · Rochester, NY
  IA RegisteredRegistration inactive
• Kimberley KoskoCRD 7246418 · Rochester, NY
  IA Registered
• Bruce Todd LearCRD 2512908 · Grand Island, NE
  IA RegisteredBroker
• Patrick Daniel ManuelCRD 5198707 · Rochester, NY
  IA RegisteredBroker
• Colin J MurrayCRD 7374714 · Grand Island, NE
  IA RegisteredBroker
• Vincent James PalumbosCRD 3220021 · Rochester, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeremy Thomas RacoCRD 2641148 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Gerald RoehrigCRD 2826376 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan Allen ReinertsonCRD 7639069 · Grand Island, NE
  IA RegisteredBroker
• Matthew Ryan SpilfogelCRD 7801557 · Jupiter, FL
  IA Registered
• Mackenzi Elizabeth SpringerCRD 6939365 · Rochester, NY
  IA RegisteredBroker
• James William UgoneCRD 2699708 · Topsfield, MA
  IA RegisteredRegistration inactive
• Gavin James UgoneCRD 7352007 · Topsfield, MA
  IA Registered
• Daniel Robert WilliamsCRD 7682411 · Rochester, NY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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