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Todd Maxwell Cooke

Investment adviser representative at Kovack Advisors, Inc.
34 yearsExperience
1 stateRegistered in
$6.3BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

34 years in the industry.

  1. Kovack Advisors, Inc.Feb 2021 to now
  2. Kovack Securities IncMay 2004 to now
  3. Albemarle CorporationMar 1992 to Dec 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (LA).

Kovack Advisors, Inc.

$6.3BAssets managed
13,293Clients
258Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1691321
Firm CRD
140808
Advisor's SEC record (opens in a new tab)
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