Patrick Robertson
Investment adviser representative at Kovack Advisors, Inc.
10 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
10 years in the industry.
- Kovack Advisors, Inc.Jul 2026 to now
- Kovack Securities, Inc.Dec 2025 to now
- MML Investors Services LLCSep 2023 to Dec 2025
- Massmutual Life Insurance CompanyAug 2023 to Dec 2025
- Pruco Securities, LLC.Nov 2020 to Aug 2023
- Prudential Insurance Company of AmericaNov 2020 to Aug 2023
- Nylife Securities LLCFeb 2017 to Nov 2020
- New York Life Insurance CompanyOct 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6717788
- Firm CRD
- 140808