Daniel J Novakowski
Investment adviser representative at The Coury Firm
20 yearsExperience
1 stateRegistered in
$1.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- The Coury FirmOct 2018 to now
- Coury Firm Asset Management LLC, d/b/a the Coury FirmFeb 2018 to now
- Coury Firm Business Advisory LLC F/k/a Coury Consulting, L.P.Jan 2008 to now
- The Coury Firm, LLC F/k/a the Coury Financial Group, LPJul 1998 to now
- Coury Investment Advisors, Inc.Jul 1998 to Jul 2018
- Fsc Securities CorporationJul 1998 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (PA).
The Coury Firm
Legal name: Coury Firm Asset Management LLC
$1.3BAssets managed
252Clients
9Advisers
8 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
- 2197494
- Firm CRD
- 289145