Colin Novalula
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Jennings, FL
Credentials
Series 66
Industry experience
3 years
About
Colin Novalula is a financial advisor with Merrill and holds a Series 66 designation. He has three years of industry experience, including positions at Merrill and Bank of America, N.A. Prior to his advisory roles, he was involved with several organizations such as Cashflow Club LLC and Waitr. Merrill serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategy types and manager-constructed strategies, supported by oversight from its CIO and integration with Bank of America’s broader platform.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Fee options
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
Location
Jennings, FL
Most active in
Colin N has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · Pennsylvania · Texas
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Cashflow Club LLC
2021 - 2022 (1 year)
Truecoders
2020 - 2020 (1 year)
Marshmello and Friends
2020 - 2021 (1 year)
Waitr
2019 - 2021 (2 years)
North Hennepin Community College
2018 - 2019 (1 year)
Scandia Shores
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
West Lutheran HS
2017 - 2018 (1 year)
Spring Lake Park HS
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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