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Scott Kolesky

Kovack Advisors, INC.
30 Years of Experience
Troy, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Scott Kolesky is a registered investment advisor at Kovack Advisors, INC., based in Troy, MI, with 30 years of industry experience. Scott 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
257 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

1700 W. Big Beaver, Suite 110, Troy, MI, 48084

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2007
Customer Dispute
February 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott works as a financial advisor selling financial products and securities through Clearpath Capital Management, LLC, dedicating about half of his time. He also spends about a quarter of his time as an agent selling fixed insurance products, including term life, long-term care, and annuities. Scott also dedicates a few hours per week as an assistant wrestling coach and minimal time as a notary.

Employment History
Current Registrations
Kovack Advisors, INC.
June 2008 - Present · 18 yrs 4 mos
Kovack Securities INC.Broker
April 2007 - Present · 19 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
November 2006 - March 2007 · 4 mos
Securities America, INC.Broker
January 2000 - November 2006 · 6 yrs 10 mos
Signator Investors, INC.Broker
April 1996 - December 1999 · 3 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1996 - May 1997 · 1 yr 1 mo
State Registrations13 states
AZCACOFLGAILINMDMINCOHPAVA
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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