Best Investors Account Sign in
Current Employers
Novem Group

350 Linden Oaks Suite 140, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-21
NJ RA APPROVED 2022-05-13
  • FL RA
    APPROVED
    Since 2022-07-21
  • NJ RA
    APPROVED
    Since 2022-05-13

Branch Locations

1200 Route 22, Suite 2000, East Bridgewater, NJ 08807 • United States

350 Linden Oaks Suite 140, Rochester, NY 14625 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Dunellen NJ 11/2012 06/2020
The Provident Bank Bloomfield NJ 11/2012 06/2020
Cetera Investment Advisers Llc Dunellen NJ 01/2014 06/2020
Waddell & Reed, Inc. Newtown NJ 06/2020 07/2021
Various Insurance Carriers For W&R Insurance Agencies Flemington NJ 06/2020 07/2021
Kas Associates Corporation Flemington NJ 12/2020 12/2021
Lpl Financial, Llc Bridgewater NJ 07/2021 04/2022
American Portfolios Financial Services Bridgewater NY 04/2022 04/2022
American Portfolios Financial Services Inc. Holbrook NY 04/2022 10/2024
Novem Group Rochester NY 05/2022 Present
Osaic Wealth, Inc. Bridgewater NJ 10/2024 Present
  • 11/2012 → 06/2020
    Cetera Investment Services
    Dunellen, NJ
  • 11/2012 → 06/2020
    The Provident Bank
    Bloomfield, NJ
  • 01/2014 → 06/2020
    Dunellen, NJ
  • 06/2020 → 07/2021
    Waddell & Reed, Inc.
    Newtown, NJ
  • 06/2020 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Flemington, NJ
  • 12/2020 → 12/2021
    Kas Associates Corporation
    Flemington, NJ
  • 07/2021 → 04/2022
    Bridgewater, NJ
  • 04/2022 → 04/2022
    American Portfolios Financial Services
    Bridgewater, NY
  • 04/2022 → 10/2024
    American Portfolios Financial Services Inc.
    Holbrook, NY
  • 05/2022 → Present
    Rochester, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Bridgewater, NJ
Previous Registrations
  • 2021-07-21 → 2022-05-16
    Bridgewater, NJ
    Charleroi, PA
  • 2020-06-10 → 2021-07-21
    Waddell & Reed
    Bridgewater, NJ
    Charleroi, PA
  • 2014-01-21 → 2020-06-10
    Dunellen, NJ
  • 2012-11-19 → 2014-01-21
    Cetera Investment Services Llc
    St Cloud, MN
    Dunnellen, NJ
  • 2009-10-19 → 2012-08-22
    Cuso Financial Services, L.P.
    San Diego, CA
    Flemington, NJ
  • 2009-05-28 → 2009-10-22
    Short Hills, NJ
    Hillsborough, NJ
Other Businesses

1. INDIVIDUAL INSURANCE SALES, NOT INVESTMENT-RELATED, INSURANCE AGENT, START DATE 1/1994, 1 HR/MONTH TOTAL, 1 HR/MONTH DURING MARKET HRS NOVEM GROUP - RIA, INVESTMENT-RELATED, START DATE 4/2022, 20 HRS/WEEK, 80 HRS/MONTH DURING MARKET HRS OSAIC WEALTH, INC. - REGISTERED REPRESENTATIVE, INVESTMENT-RELATED, START DATE 10/2024, 150 HRS/MONTH DURING TRADING HOURS & TOTAL. 2. NOVEM GROUP POSITION: Financial Advisor NATURE: Novem Group is an RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2022 ADDRESS: 350 Linden Oaks, Ste 140, Rochester NY 14625, United States DESCRIPTION: Financial Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-15
S65 Uniform Investment Adviser Law Examination 2002-02-27
S63 Uniform Securities Agent State Law Examination 1988-06-22
  • S66 Uniform Combined State Law Examination
    2008-12-15
  • S65 Uniform Investment Adviser Law Examination
    2002-02-27
  • S63 Uniform Securities Agent State Law Examination
    1988-06-22
Other Names
  • Kev Albrecht
  • Kevin Glen Albrecht
  • Kevin Glenn Albrecht
  • Kevin Albrecht

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in East Bridgewater, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor