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Andrew Dean Novick

The Investment Connection LLC

Bridgewater, NJ

CRD 2909907

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Employer firm

The Investment Connection LLC CRD 171533

$109M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Investment Connection Llc

991 Route 22 West Suite 200, Bridgewater, NJ 08807 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-03
NJ RA APPROVED 2015-07-17
PA RA APPROVED 2014-07-11
  • NY RA
    APPROVED
    Since 2021-02-03
  • NJ RA
    APPROVED
    Since 2015-07-17
  • PA RA
    APPROVED
    Since 2014-07-11

Branch Locations

991 Route 22 West Suite 200, Bridgewater, NJ 08807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookner Law Offices Llc Bridgewater NJ 05/2014 Present
The Investment Connection Llc Bridgewater NJ 08/2015 Present
Previous Registrations
Other Businesses

Andrew Novick is a contract attorney with Brookner Law Offices LLC, located at 991 Route 22 West, Suite 200, Bridgewater, NJ 08807. The firm offers legal services to individuals and business. Andrew Novick focuses on estate planning matters and spends about 10 hours per month at the law firm, of which 5 hours are during securities trading hours.

Designations
  • Certified Financial Planner

View on SEC IAPD

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