Catherine Elizabeth Gueli
Investment adviser representative at Novem Group
28 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 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
28 years in the industry.
- Novem GroupSep 2024 to now
- City National BankJun 2019 to Sep 2024
- RBC Capital Markets, LLC.Jan 2019 to Sep 2024
- Xerox CorporationDec 1998 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 8 states (CO, CT, IL, MD, NY, OH, OR, PA).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 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
- 7058910
- Firm CRD
- 158964