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Saverio Fiorello

Kovack Advisors, INC.
24 Years of Experience
Ft. Lauderdale, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Saverio Fiorello is a ChFC-designated registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 24 years of industry experience. Saverio 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
—
View Full SEC Brochure

Location

1820 N.Corporate Lakes Blvd, Suite 102, Ft. Lauderdale, FL, 33326

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History

Regulatory History (1)
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Criminal
July 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Saverio operates as a financial advisor under the DBA Weston Financial Advisors, dedicating most of his time to this activity. He also writes term life insurance policies, spending minimal time on this non-investment related business.

Employment History
Current Registrations
Kovack Advisors, INC.
March 2008 - Present · 18 yrs 7 mos
Kovack Securities INC.Broker
February 2008 - Present · 18 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
June 2004 - February 2008 · 3 yrs 8 mos
Securities America, INC.Broker
December 2003 - February 2008 · 4 yrs 2 mos
Veravest Investments, INC.Broker
April 2002 - December 2003 · 1 yr 8 mos
State Registrations11 states
AZCACTFLMDNCNJNVNYOHSC
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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