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Steven Michael Novotny

Icon Wealth Partners

Houston, TX

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Current Employers
Icon Wealth Partners

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2024-09-09

Branch Locations

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • 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
Alliantgroup Lp Houston TX 10/2013 06/2017
Unemployed Houston TX 07/2017 10/2017
Quorum Business Solutions Houston TX 10/2017 11/2017
Morgan Stanley Houston TX 11/2017 03/2020
Morgan Stanley Private Bank, N.A. New York NY 03/2018 03/2020
Nvm Capital Partners Llc Houston TX 03/2020 10/2022
Novotny Wealth Management Houston TX 08/2022 01/2025
Icon Wealth Partners Houston TX 09/2024 Present
  • 10/2013 → 06/2017
    Alliantgroup Lp
    Houston, TX
  • 07/2017 → 10/2017
    Unemployed
    Houston, TX
  • 10/2017 → 11/2017
    Quorum Business Solutions
    Houston, TX
  • 11/2017 → 03/2020
    Morgan Stanley
    Houston, TX
  • 03/2018 → 03/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 03/2020 → 10/2022
    Nvm Capital Partners Llc
    Houston, TX
  • 08/2022 → 01/2025
    Novotny Wealth Management
    Houston, TX
  • 09/2024 → Present
    Icon Wealth Partners
    Houston, TX
Previous Registrations
  • 2022-11-09 → 2024-12-31
    Novotny Wealth Management
    Houston, TX
  • 2020-03-20 → 2023-01-03
    Nvm Capital Partners, Llc
    Houston, TX
  • 2018-03-09 → 2020-03-24
    Morgan Stanley
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-24
  • S66 Uniform Combined State Law Examination
    2022-08-24
Designations

View on SEC IAPD

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TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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