Andrew Andreotta
Andrew Andreotta is a registered investment advisor at Kovack Advisors, INC., based in Hendersonville, TN, with 6 years of industry experience. Andrew 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
109 Hazel Path, Suite 3, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
April 2026Customer Dispute
February 2026Customer Dispute
October 2024Financial
August 2019Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations11 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.
Exams
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