Peter Monks

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

• 07/2015 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 07/2015 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2014-04-15 → 2015-07-01
  Buckman Advisory Group Llc
  Little Silver, NJ
• 2011-06-01 → 2014-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Delray Beach, FL
  New York, NY
  New York, NY
  New York, NY
  Boca Raton, FL
  Fort Lauderdale, FL
  New York, NY
  Boca Raton, FL
• 2010-10-07 → 2011-04-11
  Eagle Strategies Llc
  New York, NY
• 2008-04-11 → 2008-10-17
  Morgan Stanley & Co. Llc
  Ridgewood, NJ

Other Businesses

1) RENTAL PROPERTY; NON INVESTMENT RELATED; HOMEOWNER; REALTOR MANAGES EVERYTHING; 0% OF TIME SPENT

Exams

• S66 Uniform Combined State Law Examination
  2008-04-10

Other Names

• Peter Monks Schuierer
• Peter Monks Schuierer
• Peter Stephen Monks