Robin
Davis

Kovack Advisors, Inc

CRD#1325295
Investment Advisor
in Stuart, FL

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About this Advisor

Robin Davis is a financial advisor working out of Stuart, Florida with 6 years of relevant experience. Davis works at Kovack Advisors, Inc. During their career, the advisor has held roles at Summit Brokerage Services, Summit Financial Grp, D/B/A Davis Wealth Managment, Kovack Securities, Inc and Kovack Advisors, Inc. Davis holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Kovack Advisors, Inc is a business operating out of Fort Lauderdale, FL. The company has offices in 210 locations and a total of 330 financial advisors. It oversees $4 billion in total assets among its 14,593 accounts, placing it among the largest firms in the nation by assets under management. Of its 14,593 client accounts, just 9% belong to high-net-worth clients who have greater than $1 million in assets. Kovack Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on the services. However, fee types billed by Kovack Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1801 N Kanner Hwy
Stuart, FL 34994

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$3,650,695,824

FL Average: $1,855,561,029
Total Number of Employees

330

FL Average: 62
Total Number of Accounts

14,593

FL Average: 2,474
Average Account Size

$250,168

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robin Davis Work History

Robin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Kovack Securities, Inc

2017 - Present (7 years)

Kovack Advisors, Inc

2002 - Present (22 years)

D/B/A Davis Wealth Managment

2009 - 2017 (8 years)

Summit Brokerage Services

2009 - 2017 (8 years)

Summit Financial Grp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robin Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kovack Advisors, Inc

Wayne Cassriel
Santa Barbara, CA
Timothy Waller
Fort Lauderdale, FL
Richard Scheffer
Fort Lauderdale, FL
Scott Doyle
Livingston, NJ
Kathleen Bilansky
Brookfield, WI
Lauren Smith
Fort Lauderdale, FL
Hung Sam
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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