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Christopher Sherer

Kovack Advisors, INC.
36 Years of Experience
Stuart, FL
1 DisclosureBroker
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Christopher Sherer is a registered investment advisor at Kovack Advisors, INC., based in Stuart, FL, with 36 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
258 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stuart, FL

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History

Regulatory History (1)
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Regulatory
January 1997
Final
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Other Business Activities

Christopher owns a rental condo since 2002, spending minimal time on it. He is also an investment advisory representative, dedicating a few hours per week to this role.

Employment History
Current Registrations
Kovack Advisors, INC.
June 2026 - Present · 4 mos
Kovack Securities INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
Bfc Planning, INC.
February 2026 - April 2026 · 2 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2026 - April 2026 · 2 mos
Osaic Advisory Services, LLC
November 2024 - February 2026 · 1 yr 3 mos
Osaic Wealth, INC.Broker
June 2024 - February 2026 · 1 yr 8 mos
Arbor Point Advisors
July 2021 - November 2024 · 3 yrs 4 mos
Securities America, INC.Broker
April 2010 - June 2024 · 14 yrs 2 mos
Gunnallen Financial, INC
February 2004 - March 2010 · 6 yrs 1 mo
Gunnallen Financial, INCBroker
February 2004 - March 2010 · 6 yrs 1 mo
Raymond James Financial Services
May 2003 - February 2004 · 9 mos
Raymond James Financial Services, INC.Broker
June 2002 - February 2004 · 1 yr 8 mos
Ffp Securities, INC.Broker
October 1992 - June 2002 · 9 yrs 8 mos
Shearson Lehman Hutton INC.Broker
July 1987 - May 1988 · 10 mos
Dean Witter Reynolds INC.Broker
August 1986 - August 1987 · 1 yr
Bear, Stearns & CO. INC.Broker
November 1985 - June 1986 · 7 mos
State Registrations6 states
CAFLGANCOKSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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