Steven
Wright

Kovack Advisors, Inc

CRD#6263160
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Steven Wright is a financial advisor based in Fort Lauderdale, Florida, working with Kovack Advisors, Inc. Steven has previously held positions at Kovack Securities, Wright Financial Concepts LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Kovack Securities, Inc, Kovack Advisors, Inc, Wright Financial Concepts, LLC, Ifp Securities LLC, and Independent Financial Partners. Steven has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Steven is part of Kovack Advisors, Inc, which operates out of Fort Lauderdale, Florida. The firm has 205 offices and 315 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kovack Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

6451 N. Federal Hwy Suite 1201
Fort Lauderdale, FL 33308

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$4,287,822,781

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

315

FL Average: 62
Total Number of Accounts

18,409

FL Average: 2,474
Average Account Size

$232,920

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

Steven Wright Work History

2023 - Present (1 year)

Kovack Securities, Inc

2023 - Present (1 year)

Kovack Advisors, Inc

2018 - Present (6 years)

Wright Financial Concepts, LLC

2022 - 2023 (1 year)

Ifp Securities LLC

2022 - 2023 (1 year)

Independent Financial Partners

2018 - 2022 (4 years)

Kovack Securities, Inc

2018 - 2022 (4 years)

Kovack Advisors, Inc

2017 - 2018 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

Kovack Securities

2013 - 2017 (4 years)

Wright Financial Concepts LLC

Disclosures

Please visit the SEC profile of Steven Wright 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

Alicia Alvarez
Fort Lauderdale, FL
Wayne Cassriel
Fort Lauderdale, FL
Peter Monks
Fort Lauderdale, FL
Jack Avigael
Fort Lauderdale, FL
Timothy Waller
Fort Lauderdale, FL
Steven Newman
Oviedo, FL
Christopher Yarosh
Fort Lauderdale, FL
Robert Donnelly
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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