Jose Manuel Otero alvarado
Investment adviser representative at Kovack Advisors, Inc.
18 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
18 years in the industry.
- Kovack Advisors, Inc.Sep 2025 to now
- Kovack Securities, Inc.Sep 2025 to now
- Equitable Advisors LLCAug 2022 to Sep 2025
- Self-employed: Otero Retirement ServicesJan 2008 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PR).
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
- 7606479
- Firm CRD
- 140808