SK
CFA
SK
CFA

Scott Koviak

8 Years of Experience
Broker

Scott Koviak is a CFA-designated registered investment advisor, based in Seminole, FL, with 8 years of industry experience.

Location

Seminole, FL

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Ascensus Broker Dealer Services, LLC
January 2025 - Present · 1 yr 3 mos
Ascensus Broker Dealer Services, LLCBroker
January 2025 - Present · 1 yr 3 mos
Newport Group Consulting, LLC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - February 2022 · 5 yrs 10 mos
NFP Advisor Services, LLC
April 2015 - September 2016 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
January 2015 - February 2022 · 7 yrs 1 mo
State Registrations1 state
FL
Advisor

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.