Anthony Clinton Schaub
Investment adviser representative at Novi Wealth Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$612.8MFirm 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
Experience
10 years in the industry.
- Novi Wealth PartnersAug 2025 to now
- UberNov 2022 to Dec 2023
- J.P. Morgan Securities LLCJul 2022 to Aug 2025
- JPMorgan Chase Bank, N.A.Jul 2022 to Aug 2025
- Northeast Financial NetworkApr 2022 to Jun 2022
- DoordashJan 2022 to May 2022
- Tupler FinancialJun 2021 to Feb 2022
- Campus Advantage incAug 2019 to Nov 2019
- Terrace View ApartmentsAug 2019 to Nov 2019
- Massachusetts Mutual Life Insurance CoApr 2019 to Apr 2019
- Virginia Tech Dining ServicesJan 2018 to May 2019
- Virginia Polytechnic Institute and State UniversityAug 2017 to May 2021
- Bishops SupermarketJan 2016 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Novi Wealth Partners
Legal name: Private Wealth Management Group LLC
$612.8MAssets managed
272Clients
7Advisers
13 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
- 7405636
- Firm CRD
- 166539