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Kevin Stephen Moravek

Investment adviser representative at October Effect Ltd.
21 yearsExperience
1 stateRegistered in
$145.6MFirm assets
1 yearFirm 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 feePerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. October Effect Ltd.Jan 2020 to now
  2. Gradient Securities, LLCDec 2019 to now
  3. Kevin Moravek, Sole ProprietorDec 2019 to now
  4. Lincoln Financial Advisors Corp.Feb 2005 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

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

October Effect Ltd.

$145.6MAssets managed
597Clients
4Advisers
1 yearIn 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
3248248
Firm CRD
281369
Advisor's SEC record (opens in a new tab)
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