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Joseph Michael Sroka

Novapoint Capital LLC

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About Joseph Michael Sroka

Joseph Sroka is a financial advisor with over 20 years of experience in the financial services industry. He is a Chartered Financial Analyst and currently works at Novapoint Capital LLC in Atlanta, Georgia. Joseph has a deep understanding of investment strategies and financial planning and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Joseph Sroka is currently registered with Novapoint Capital LLC. Novapoint Capital LLC is an investment advisory firm located in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors. As of their latest reporting, the firm manages approximately $384 million in assets for over 700 accounts.
Novapoint Capital LLC

1175 PEACHTREE ST NE

ATLANTA, GA 30361

$384.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Sroka’s Registration & Firm History

GA

06/01/2015 - Present

Novapoint Capital LLC (ATLANTA GA)

VA

03/21/2006 - 03/13/2007

FIRST DOMINION CAPITAL CORP. (RICHMOND VA)

NY

06/30/1999 - 02/19/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CT

04/25/1997 - 06/08/1999

ABN AMRO INCORPORATED (STAMFORD CT)

NY

11/13/1992 - 09/05/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Sroka.
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