Steven Randal Wright
Investment adviser representative at Kovack Advisors, Inc.
13 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
13 years in the industry.
- Kovack Advisors, Inc.Jun 2023 to now
- Kovack Securities, Inc.Jun 2023 to now
- Wright Financial Concepts, LLCApr 2018 to now
- Ifp Securities LLCSep 2022 to Jun 2023
- Independent Financial PartnersSep 2022 to Jun 2023
- Kovack Advisors, IncApr 2018 to Sep 2022
- Kovack Securities, Inc.Apr 2018 to Sep 2022
- Northwestern Mutual Investment Services LLCOct 2017 to Mar 2018
- Northwestern Mutual Life Insurance CompanyOct 2017 to Mar 2018
- Kovack SecuritiesApr 2014 to Oct 2017
- Wright Financial Concepts LLCOct 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
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
- 6263160
- Firm CRD
- 140808