Steven
Waltz

Kovack Advisors, Inc

CRD#6161551
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Steven Waltz is a financial advisor who works in Fort Lauderdale, Florida with a total of 4 years of relevant experience. Waltz is an employee of Kovack Advisors, Inc. Their career trajectory has included roles at Securities America Inc, O'Charley'S, Securities America Advisors, Kovack Securities, Inc and Kovack Advisors, Inc. Waltz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Kovack Advisors, Inc is an advisory firm operating out of Fort Lauderdale, FL. It has offices in 210 locations and a total of 330 financial advisors. It manages $4 billion in assets among its 14,593 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 14,593 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable 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. Financial advisory fee schedules usually are based on the services provided. However, fee types billed by Kovack Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

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

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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

Steven Waltz Work History

Steven has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kovack Securities, Inc

2019 - Present (5 years)

Kovack Advisors, Inc

2015 - Present (9 years)

Securities America Advisors

2013 - Present (11 years)

Securities America Inc

2012 - 2013 (1 year)

O'Charley'S

*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 Steven Waltz 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

Timothy Waller
Fort Lauderdale, FL
Kathleen Bilansky
Brookfield, WI
Scott Doyle
Livingston, NJ
Paul Seig
Fort Lauderdale, FL
Richard Scheffer
Fort Lauderdale, FL
Kirby Chien
Lake Oswego, OR
Lauren Smith
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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