Miranda Lounette Ellis
Investment adviser representative at Kovack Advisors, Inc.
15 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
15 years in the industry.
- Kovack Advisors, Inc.Nov 2023 to now
- Kovack Securities, Inc.Nov 2023 to now
- United Capital Management of KansasJun 2019 to Oct 2023
- Sa Stone Wealth Management, Inc.Feb 2019 to Nov 2023
- Bucklin Tractor & Implement Co., Inc.Sep 2011 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7049248
- Firm CRD
- 140808