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Douglas Maniscalco

25 Years of Experience
Altamonte Springs, FL
1 DisclosureBroker

Douglas Maniscalco is a registered investment advisor at Kovack Advisors, INC., based in Altamonte Springs, FL, with 25 years of industry experience. Douglas 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

1180 Spring Centre S. Blvd., Suite 202, Altamonte Springs, FL, 32714

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History

Regulatory History (1)
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Criminal
July 1968
Final Disposition
Other Business Activities

Douglas operates as an investment advisor under GC Wealth Management, spending minimal time on this. He also owns Calabro Group, Inc., EL Jirch, Inc., and Douglas Maniscalco CPA, P.A., dedicating nearly all of his time to the public accounting practice.

Employment History
Current Registrations
Kovack Advisors, INC.
February 2024 - Present · 2 yrs 3 mos
Kovack Securities INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Ae Wealth Management, LLC
May 2021 - February 2024 · 2 yrs 9 mos
Madison Avenue Securities, LLCBroker
May 2018 - February 2024 · 5 yrs 9 mos
Global Financial Private Capital, LLC
December 2012 - May 2018 · 5 yrs 5 mos
G.F. Investment Services, LLCBroker
November 2012 - May 2018 · 5 yrs 6 mos
G. A. Repple & Company
July 2002 - November 2012 · 10 yrs 4 mos
G. A. Repple & CompanyBroker
May 2002 - November 2012 · 10 yrs 6 mos
AXA Advisors, LLCBroker
December 2000 - May 2002 · 1 yr 5 mos
State Registrations1 state
FL
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.