Eugene William Novitski
Investment adviser representative at Investment Advisor Group
46 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$81MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
46 years in the industry.
- Investment Advisor GroupFeb 2021 to now
- Investment Advisor AllianceJun 2015 to Feb 2021
- Resource Capital Services (self EmployedJan 1980 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Investment Advisor Group
Legal name: Clpf LLC
$81MAssets managed
124Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1679236
- Firm CRD
- 312448