Daniel
Kotovsky

Woodbury Financial Services, Inc

CRD#1444946
Investment Advisor
in Cresskill, NJ

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About this Advisor

Daniel Kotovsky is a certified financial planner operating in Cresskill, New Jersey with a total of 17 years of relevant experience. Kotovsky works at Woodbury Financial Services, Inc. The advisor has gained experience at Woodbury Financial Services and Phoenix Insurance Group. Kotovsky has a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in New Jersey. Woodbury Financial Services, Inc is an advisory firm based in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It handles $19 billion in assets across its 101,950 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 184 charities and foundations. Of its 101,950 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Woodbury Financial Services, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Knickerbocker Rd Suite 2600
Cresskill, NJ 07626

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

NJ Average: $5,289,111,388
Total Number of Employees

3,002

NJ Average: 157
Total Number of Accounts

101,950

NJ Average: 8,262
Average Account Size

$189,097

NJ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Kotovsky Work History

Daniel has been registered as a financial advisor for 17 years.*

2007 - Present (17 years)

Phoenix Insurance Group

2006 - Present (18 years)

Woodbury Financial Services

*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 Daniel Kotovsky 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 Woodbury Financial Services, Inc

Mary Cousineau
Alpena, MI
Jorge Pizarro
Manhasset, NY
Robert Lackey
Germantown, TN
Mark Wise
Sterling Heights, MI
Adam Storbakken
Hopkins, MN
Kevin Mccarthy
Wexford, PA
Christopher Simon
Mount Joy, PA
Denise Badgerow
Thibodaux, LA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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