Rodrigo Ortiz
Investment adviser representative at Kovack Advisors, Inc.
18 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
18 years in the industry.
- Kovack Advisors, Inc.Apr 2013 to now
- Kovack Securities, Inc.Apr 2013 to now
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Jun 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2404460
- Firm CRD
- 140808