Adam
Kowalski
Southocean Capital Partners, LLC
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About this Advisor
Adam Kowalski is a financial advisor based in Fort Lauderdale, Florida, who has 4 years of relevant experience. Kowalski currently works for Southocean Capital Partners, LLC. Their career trajectory has included roles at Vesta Equity, LLC and Southocean Capital Partners, LLC. Kowalski holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Southocean Capital Partners, LLC is an advisory business based out of Fort Lauderdale, FL. It handles $568 million in assets between its 15 client accounts, making it one of the bigger firms in the country by assets under management. The advisory firm provides portfolio management for pooled investment vehicles. A financial advisor's fees vary depending on which services are offered. Fees charged by Southocean Capital Partners, LLC most likely consist of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southocean Capital Partners, LLC Brokerage Details
$568,253,419
8
15
$37,883,561
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Adam Kowalski Work History
Adam has been registered as a financial advisor for 4 years.*
Southocean Capital Partners, LLC
Vesta Equity, LLC
*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 Adam Kowalski 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 Southocean Capital Partners, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
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