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Andres Antonio Morgado

Investment adviser representative at Kovack Advisors, Inc.
16 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$6.3BFirm assets

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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

16 years in the industry.

  1. Kovack Advisors, Inc.Jan 2011 to now
  2. Kovack Securities, Inc.Mar 2010 to now

Designations

  • PFS
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

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

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
1692297
Firm CRD
140808
Advisor's SEC record (opens in a new tab)
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