Joseph Novick
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 feeCommissions
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.
- Wells Fargo Clearing Services, LLCAug 2025 to now
- DysisAug 2025 to now
- Solving ServicesJan 2025 to Aug 2025
- Corporate Debt AdvisorsMay 2022 to Dec 2024
- Novick Consulting, LLCJul 2021 to May 2022
- GohealthAug 2020 to Jul 2021
- Guardian InsuranceJun 2020 to Aug 2020
- Garden State SecuritiesMay 2020 to May 2020
- Caddie Master ServicesAug 2019 to May 2020
- American Cancer SocietyDec 2018 to Mar 2019
- T3 Trading GroupNov 2018 to Mar 2019
- Corvinus UniversityJan 2018 to May 2018
- Michigan State UniversityJan 2016 to Jul 2019
- Franklin Hills Country ClubApr 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7028529
- Firm CRD
- 19616