Kovack Securities Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
356
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
44848
Registered since
June 12, 1998

Firm profile

FINTRX

Overview

Kovack Securities Inc. is organized as a corporation and operates as an independent broker-dealer. Publicly available snapshot data identifies it as a domestic entity and indicates it does not serve as a capital allocator or position itself as an active ESG investor. The firm is not described as a multi-state adviser, a pension consultant, or a related adviser, and it is not newly formed. Available records do not disclose details about the firm's client segments, fee schedules, or the scope of its advisory and business activities. The firm also did not provide information about its activities and affiliations in the supplied dataset.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 17
  • Osvaldo Delgado

    Osvaldo Delgado

    Founder & CEOCRD 5709747

  • James Fountain

    James Fountain

    Team CEOCRD 5852544

  • Isabelle Shick

    Isabelle Shick

    Executive Vice President & Chief Financial OfficerCRD 5364794

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Contacts

3 of 339
  • Fernando Navarro Castillo

    Fernando Navarro Castillo

    Founding Member and PresidentCRD 5673679

  • Troy Roberson

    Troy Roberson

    PresidentCRD 5741634

  • Marc Janca

    Marc Janca

    Financial AdvisorCRD 5777785

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
6451 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth