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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Steven Michael Novotny

Advisor at ICON WEALTH PARTNERS

HOUSTON, TX

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Search this name across graphsid dfx:ria:bab01f03-de5c-bd70-49c8-5515c51bca18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 9, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ICON WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 24, 2022
First registration: Mar 9, 2018
Dual registered: no
IAPD individual key: 6877926

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ICON WEALTH PARTNERS	Independent wealth	Sep 9, 2024	n/a	yes	HOUSTON, TX	Current employment
NOVOTNY WEALTH MANAGEMENT	n/a	Nov 9, 2022	Dec 31, 2024	no	HOUSTON, TX	Previous registration
NVM CAPITAL PARTNERS, LLC	Former SEC adviser	Mar 20, 2020	Jan 3, 2023	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Mar 9, 2018	Mar 24, 2020	no	Houston, TX\|Houston, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NOVOTNY WEALTH MANAGEMENT	ICON WEALTH PARTNERS	Dec 31, 2024	Sep 9, 2024	-113	Firm change after gap	Other
NVM CAPITAL PARTNERS, LLC	NOVOTNY WEALTH MANAGEMENT	Jan 3, 2023	Nov 9, 2022	-55	Firm change after gap	Other
MORGAN STANLEY	NVM CAPITAL PARTNERS, LLC	Mar 24, 2020	Mar 20, 2020	-4	Firm change	Wirehouse to new firm

Relationships

Registered with (4)

→ ICON WEALTH PARTNERSRegistered adviserregistration: current employment
Sep 9, 2024 to presentfactForm ADV
→ NOVOTNY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 9, 2022 to Dec 31, 2024factForm ADV
→ NVM CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 20, 2020 to Jan 3, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 9, 2018 to Mar 24, 2020factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Steven Michael Novotny left Novotny Wealth Management for Icon Wealth Partners (registered 2024-09-09)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Steven Michael Novotny left Nvm Capital Partners, Llc for Novotny Wealth Management (registered 2022-11-09)
Form ADVobserved 4 days ago