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Laurie Lynn Novak

Boston Financial Management LLC

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About Laurie Lynn Novak

Laurie Lynn Novak is a financial advisor with Boston Financial Management LLC. Laurie has been working in the financial industry since March 2011. Laurie specializes in providing financial planning services for individuals and businesses. She is a Certified Financial Planner. Laurie holds the Series 65 license.

Firm Information

Laurie Novak is currently registered with Boston Financial Management LLC. Boston Financial Management LLC is an investment advisor registered with the SEC. The firm manages over $4.4 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm offers a variety of services, including financial planning, portfolio management, and wrap fee programs. Boston Financial Management LLC is headquartered in Boston, MA.
Boston Financial Management LLC

255 STATE STREET

BOSTON, MA 02109

$4.45B

Assets Under Management

2

Total Clients

23

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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Laurie Novak’s Registration & Firm History

MA

02/07/2020 - Present

Boston Financial Management LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 09/07/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie Lynn Novak.
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