Kevin Thomas Markert
Advisor at Kovack Advisors, Inc. — De Witt, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Dewitt, NY 13214
Kovack Advisors, Inc.
Multi-team
Kevin Markert is a financial advisor at Kovack Advisors, Inc. He holds the Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2026. His prior work experience includes roles at Encoura, ESP Enterprises, and the University of Delaware. Kovack Advisors, Inc. is a multi-team registered investment adviser with over 240 advisors and more than $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management and financial planning through a combination of internal models and third-party managers.
Based on Kovack Advisors, Inc.
Based on Kovack Advisors, Inc.
Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.
Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)
Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.
Hourly financial planning fees up to $350 per hour maximum (negotiable).
Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)
De Witt, NY
5793 Widewaters Parkway, Suite 105
De Witt NY 13214
Advisors at this office
3
New York
< 1 year of industry experience
Kovack Advisors, Inc.
2026 - Present • 1 year
Fort Lauderdale, FL
Kovack Securities, Inc.
2026 - Present • 1 year
Dewitt, NY
Encoura
2025 - 2026 • 1 year
Newark, DE
ESP Enterprises
2023 - 2025 • 2 years
Syracuse, NY
University of Delaware
2022 - 2026 • 4 years
Newark, DE
Door Dash
2022 - 2022 • 1 year
Syracuse, NY
Top Friendly Markets
2021 - 2021 • 1 year
Syracuse, NY
Arctic Island
2019 - 2020 • 1 year
Syracuse, NY
JD High School
2018 - 2022 • 4 years
Syracuse, NY
JD Middle School
2014 - 2018 • 4 years
Syracuse, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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