Daniel Novak
Investment adviser representative at Williams & Novak Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$342.8MFirm assets
Are you Daniel Novak? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Alexander Capital, L.P.Nov 2024 to now
- Williams & Novak Wealth Management, LLCAug 2023 to now
- Integrity BrokerageOct 2024 to Nov 2024
- Dynamic Wealth Advisors dba Williams & Novak Wealth ManagementMay 2023 to Nov 2023
- Western International Securities, Inc.Mar 2019 to May 2023
- Tcfg Insurance Solutions, LLCMar 2019 to Mar 2019
- Tcfg Investment Advisors, LLCMar 2019 to Mar 2019
- Tcfg Wealth Management, LLCMar 2019 to Mar 2019
- Charles Schwab & Co., Inc.May 2015 to Mar 2019
- Charles Schwab BankMay 2015 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Williams & Novak Wealth Management, LLC
$342.8MAssets managed
285Clients
5Advisers
3 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
- 6348004
- Firm CRD
- 324173