DM
DM

Donald Mouton

24 Years of Experience
Ft. Lauderdale, FL
Broker

Donald Mouton is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.

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Location

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald is the President & CEO of Mouton Wealth Management, where he spends nearly all of his time managing money for clients. He also owns rental property, spending minimal time managing rent collection and home repairs.

Employment History
Current Registrations
Kovack Advisors, INC.
December 2013 - Present · 12 yrs 4 mos
Kovack Securities INC.Broker
December 2013 - Present · 12 yrs 4 mos
Previous Registrations
Cary Street PartnersBroker
December 2013 - December 2013 · 0 mos
Cary Street Partners
December 2013 - December 2013 · 0 mos
Riverstone Wealth Management, INC.Broker
October 2010 - December 2013 · 3 yrs 2 mos
Riverstone Wealth Management
October 2010 - December 2013 · 3 yrs 2 mos
UBS Financial Services INC.Broker
November 2004 - October 2010 · 5 yrs 11 mos
UBS Financial Services INC.
September 2004 - October 2010 · 6 yrs 1 mo
Marleau Lemire (U.S.A.), INC.Broker
March 1995 - December 1995 · 9 mos
Barnett Brokerage Service, INC.Broker
September 1990 - September 1991 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1990 - September 1990 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1989 - July 1990 · 11 mos
F.N. Wolf & CO., INC.Broker
June 1988 - July 1988 · 1 mo
State Registrations3 states
KSLATX
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.
Donald Mouton - Financial Advisor | TrueAdvisor