Desiree Marie Lasiewski
Investment adviser representative at Kovack Advisors, Inc.
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
27 years in the industry.
- Kovack Advisors, Inc.Jul 2026 to now
- Kovack Securities, Inc.Jul 2026 to now
- Osaic Wealth, Inc.Dec 2018 to Jul 2026
- Royal Alliance AssociatesApr 2018 to Dec 2018
- City of Hope/ Beckman Research InstituteSep 1999 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6904560
- Firm CRD
- 140808