Advisor at Kovack Advisors, inc.
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.
Location
Williston, FL
Credentials
Series 66
Industry experience
16 years
Osvaldo Delgado Jr. is a financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved as Chief Operating Officer and partner at Ministry Marketing Agency LLC, which provides digital marketing services for churches and nonprofit organizations. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.
Based on Kovack Advisors, inc.
Based on Kovack Advisors, inc.
Fixed fees for financial planning services negotiated case-by-case
Negotiable up to 2.90% annually (may be flat percentage, tiered schedule, or other break points as agreed in client agreement)
Commissions earned by associated persons who are Registered Representatives for securities and insurance products, separate from advisory fees
Up to $350/hour for financial planning services
Account minimum: $10,000 to $100,000 (minimums generally range, can be waived) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees, negotiated case-by-case
Williston, FL
Florida
Kovack Advisors, Inc.
2012 - Present (14 years)
Kovack Securities, Inc.
2012 - Present (14 years)
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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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