Amy Novakovich has been Chief Compliance Officer/CEO of Nova Wealth Management since November 2013, is a control person of the firm and directly owns between 50% and 75% of it. Amy Novakovich holds a Degree in Finance from Florida Gulf Coast University.
Nova Wealth Management, Inc. is a Bonita Springs, FL firm with $248M under management, 268 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Amy Novakovich is Co-Founder & Wealth Advisor of Nova Wealth Management. Originally from Wisconsin, she moved to Florida in 2004. She works with families on planning for transitions such as retirement, business exits, blended families, health challenges and major moves, including long-term care and legacy planning.
Amy Novakovich’s longest registration is the current one, 12 years at Nova Wealth Management since 2014. Before joining Nova Wealth Management in 2014, Amy Novakovich was registered through LPL Financial LLC and Fifth Third Securities, Inc.
- Nova Wealth Management, Inc.Current– present · 12 yearsBonita Springs, FL · Adviser representative · Firm CRD 169450
- LPL Financial LLC– · 3 yearsBonita Springs, FL · Adviser representative · Firm CRD 6413
- Fifth Third Securities, Inc.– · 3 yearsNaples, FL · Adviser representative · Firm CRD 628
Professional designations
Listed by Nova Wealth Management
- CFP®
- CRPC®
- Certified Plan Fiduciary Advisor (CPFA)
Investment adviser representative registrations
Amy Novakovich is registered as an investment adviser representative in 5 states. The first approvals date from January 2014; the most recent is California, in January 2023.
- CaliforniaSince 12 January 2023
- FloridaSince 27 January 2014
- IllinoisSince 11 June 2021
- New YorkSince 16 November 2022
- OhioSince 1 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 12 March 2012 |
| Series 66 | Uniform Combined State Law Examination | 19 September 2008 |
| Series 7 | General Securities Representative Examination | 24 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 August 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5343509
- Firm
- Nova Wealth Management · CRD 169450
- Role
- Chief Compliance Officer/CEO
- Office
- 24311 WALDEN CENTER DR, SUITE 200, Bonita Springs, FL 34134
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- novawealthmanagement.com
Where does Amy Novakovich work?
Amy Novakovich has been Chief Compliance Officer/CEO of Nova Wealth Management, Inc. since November 2013, and is a control person of the firm.
Is Amy Novakovich a financial advisor?
Yes. Amy Novakovich has a current investment-adviser registration in California, Florida, Illinois, New York and Ohio, through Nova Wealth Management since January 2014.
How many years of experience does Amy Novakovich have?
Amy Novakovich has 19 years in the financial industry, since June 2007, across 3 adviser firms.
What exams has Amy Novakovich passed?
Amy Novakovich has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in June 2007. FINRA credited Amy Novakovich with the SIE, which began in October 2018.
Where did Amy Novakovich work before Nova Wealth Management?
Before Nova Wealth Management, Amy Novakovich was registered through Fifth Third Securities, Inc., September 2008 to December 2011.
Where is Amy Novakovich based?
Amy Novakovich’s registered office is in Bonita Springs, FL.
Is Amy Novakovich registered with FINRA?
No. Amy Novakovich has no current broker registration.
Is Amy Novakovich a CFP?
Nova Wealth Management lists Amy Novakovich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Amy Novakovich, CFP®, CRPC® biography, novawealthmanagement.com
How can I verify Amy Novakovich’s record?
Search CRD 5343509 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Novakovich’s full registration record.
