Osvaldo Delgado
Osvaldo Delgado is a registered investment advisor at Kovack Advisors, INC., based in Williston, FL, with 17 years of industry experience. Osvaldo 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
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
Location
Williston, FL
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Regulatory History (1)
Customer Dispute
November 2025Other Business ActivitiesSells Insurance
Osvaldo is the CEO, President, Founder, Partner, and Managing Partner of Cross Oak Wealth, where he helps clients with retirement, investments, insurance, and business planning, dedicating full-time hours. He also sells fixed insurance and fixed annuities, and is involved in real estate ventures, including owning rental properties and managing short-term vacation rentals, taking up about 10-20% of his time.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Signator Investors, INC.Broker
State Registrations9 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.