Scott Kolesky
Scott Kolesky is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 29 years of industry experience. Scott 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2007Customer Dispute
February 2007Other 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.
Kovack Securities INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations13 states
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.