Steven Randal Wright
Investment adviser representative at Kovack Advisors, Inc.
42 yearsExperience
1 stateRegistered in
PFSDesignation
$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
42 years in the industry.
- Kovack Advisors, Inc.Jun 2023 to now
- Kovack Securities, Inc.Jun 2023 to now
- Independent Financial PartnersSep 2022 to Jun 2023
- Ipf Securities LLCSep 2022 to Jun 2023
- Kovack Advisors, Inc.Feb 2010 to Sep 2022
- Kovack Securities, Inc.Feb 2010 to Sep 2022
- S R Wright & Company, P.A.Aug 1984 to May 2023
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
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
- 5127733
- Firm CRD
- 140808