Michael David Carlucci
Investment adviser representative at Pw Nova Financial Services LLC
13 yearsExperience
2 statesRegistered in
$654.3MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Pw Nova Financial Services LLCJan 2026 to now
- Pwa Financial, LLCJan 2013 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Pw Nova Financial Services LLC
$654.3MAssets managed
733Clients
6Advisers
1 yearIn 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
- 2665833
- Firm CRD
- 333595