Scott Kenneth Koviak
Investment adviser representative at Newport Group Consulting, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$5.1BFirm assets
Are you Scott Kenneth Koviak? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ascensus Broker Dealer Services, LLCNov 2024 to now
- Newport Group Consulting, LLCNov 2024 to now
- N/aJul 2024 to Oct 2024
- Pricewaterhousecoopers LLP (pwc Us)Feb 2022 to Jun 2024
- Kestra Financial Services, IncApr 2016 to Feb 2022
- Arthur J. GallagherMay 2013 to Feb 2022
Designations
- CFA
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).
Newport Group Consulting, LLC
$5.1BAssets managed
3,761Clients
22Advisers
20 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
- 6404374
- Firm CRD
- 140944