Steven Werner Novak is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2022-11-18 | present | Yes |
| RGT WEALTH ADVISORS | 2021-05-07 | 2023-03-31 | — |