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Investment Adviser Representative · Financial Management Strategies, Inc.

Geoffrey F. Novack

CRD 1761710 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Management Strategies, Inc., an SEC-registered wealth manager based in Broadview HTS., OH with $714 million in regulatory assets, lists Geoffrey F. Novack on its Form ADV as Investment Adviser Representative.

Firms and roles

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Geoffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Jeffrey C. KnoxPresident, Financial Management Strategies, Inc.
  • Charles B. ElliottVice President - Portfolio Management & Financial Planning, Financial Management Strategies, Inc.
  • Jennifer L. SoltisChief Compliance Officer, Financial Management Strategies, Inc.
  • Carl J. CamilloInvestment Adviser Representative, Financial Management Strategies, Inc.
  • Victoria L. EllingerInvestment Adviser Representative, Financial Management Strategies, Inc.

2 more people named with Geoffrey on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.