Paola Teresa Gautier-ortiz
Investment adviser representative at Kovack Advisors, Inc.
11 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
11 years in the industry.
- Kovack Advisors, Inc.Mar 2026 to now
- Kovack Securities, Inc.Jun 2023 to now
- Strategic PartnersJun 2023 to now
- University of Puerto RicoAug 2019 to Jul 2021
- Careers Inc.Oct 2017 to Jun 2023
- University of Puerto RicoJan 2017 to May 2019
- Chamber of CommerceNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7761112
- Firm CRD
- 140808