Michael
Bird

Kovack Advisors, Inc

CRD#1267886
Investment Advisor
in Katonah, NY

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About this Advisor

Michael Bird is a financial advisor based in Katonah, New York, working with Kovack Advisors, Inc. Michael has previously held positions at Arete Wealth Management, LLC, Arete Wealth Advisors, LLC, Kovack Securities, Inc, Kovack Advisors, Inc, and American Portfolios Financial Services, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Michael is part of Kovack Advisors, Inc, which operates out of Katonah, New York. 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 63, Series 65

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

Katonah, NY

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$4,287,822,781

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

315

NY Average: 62
Total Number of Accounts

18,409

NY Average: 2,474
Average Account Size

$232,920

NY 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

Michael Bird Work History

2024 - Present (0 year)

Kovack Securities, Inc

2024 - Present (0 year)

Kovack Advisors, Inc

2023 - Present (1 year)

Arete Wealth Management, LLC

2023 - Present (1 year)

Arete Wealth Advisors, LLC

2009 - 2023 (14 years)

American Portfolios Financial Services, Inc

Disclosures

Please visit the SEC profile of Michael Bird 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

Kevin Connor
Jupiter, FL
Rafael Gutierrez
Fort Lauderdale, FL
Alicia Alvarez
Fort Lauderdale, FL
Aaron Herman
Fort Lauderdale, FL
Timothy Waller
Fort Lauderdale, FL
Peter Monks
Fort Lauderdale, FL
Jack Avigael
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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