Isaac
Kot
Avantax Advisory Services
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About this Advisor
Isaac Kot is a financial advisor working in Burlington, Massachusetts who has 16 years of industry experience. Kot is on the advisory team at Avantax Advisory Services. Over the course of their career, Kot has held roles at Avantax Investment Services, Inc, Isaac A. Kot, Cpa, Avantax Advisory Services, Isaac A Kot Cpa, Cpa, Mst, Pfs, Boston University and Fiduciary Appointment. Kot holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Avantax Advisory Services is a registered investment company that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in assets under management among its 123,393 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on the services. However, fees billed by Avantax Advisory Services likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
- Educational seminars/workshops
- Other
Isaac Kot Work History
Isaac has been registered as a financial advisor for 16 years.*
Fiduciary Appointment
Avantax Advisory Services
Avantax Investment Services, Inc
Isaac A Kot Cpa,Cpa,Mst,Pfs
Isaac A. Kot, Cpa
Boston University
*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 Isaac Kot 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 Avantax Advisory Services
Melville, NY
Mccordsville, IN
Irving, TX
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Lansdale, PA
Ann Arbor, MI
Dallas, TX
Ann Arbor, MI
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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