Andrew Bruen Greep

Employer firm

Kovack Advisors, Inc. CRD 140808

$6.28B regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2011-10-21 → 2015-10-14
  Ronald Blue & Co., Llc
  Fort Lauderdale, FL
  Orlando, FL
• 2009-06-01 → 2010-10-27
  Morgan Stanley
  Ft. Lauderdale, FL
• 2008-05-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 2004-09-22 → 2008-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Springs, FL
  Fort Lauderdale, FL
• 2000-10-17 → 2004-09-23
  Citigroup Global Markets Inc.
  Fort Lauderdale, FL

Other Businesses

1) DBA - GREEP WEALTH MANAGEMENT - 1766 NE 46TH STREET, OAKLAND PARK, FL 33334; INVESTMENT RELATED; ADVISORY INVESMENT MANAGEMENT AND FINANCIAL PLANNING; PRESIDENT; 90% OF TIME SPENT. 2) GREEP CONSULTING SERVICES INC.- 1766 NE 46TH STREET, OAKLAND PARK, FL 33334; INVESTMENT RELATED; BUSINESS CONSULTING; PRESIDENT; 5% OF TIME SPENT. 3) BIBLE CHURCH AT BETHEL RANCH - 12413 FM 2450 SANGER, TX 76266; NON-INVESTMENT RELATED; START DATE MAY 15, 2024; CHURCH; OVERSEER; 1 HOUR/MONTH SPENT TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DURING SECURITIES TRADING HOURS. 4) SALT & LIGHT AG LLC - 1776 NE 46 STREET, OAKLAND PARK, FL 33334; NON-INVESTMENT RELATED; START DATE 9.13.24; LLC FOR BOAT; PARTNER; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-23
• S63 Uniform Securities Agent State Law Examination
  1997-12-05