Gregory Keith Vereen
Investment adviser representative at Kovack Advisors, Inc.
19 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
19 years in the industry.
- Kovack Advisors, Inc.May 2021 to now
- Kovack Securities, Inc.May 2021 to now
- Securities America Advisors, Inc.Jul 2020 to May 2021
- Securities America, Inc.Jul 2020 to May 2021
- InvestacorpSep 2007 to Jul 2020
- Investacorp Advisory ServicesSep 2007 to Jul 2020
Exams passed
No exams in this record.
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
- 4167706
- Firm CRD
- 140808