Brian Scott Kovener

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2011 → 12/2017
  Investacorp Inc
  Miami, FL
• 01/2011 → 12/2017
  Investacorp Advisory Services
  Miami, FL
• 04/2019 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 04/2019 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami, FL
• 01/2016 → Present
  Vue Nj
  Princeton, NJ
• 07/2020 → 06/2024
  Securities America, Inc.
  Princeton, NJ
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Princeton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Princeton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Princeton, NJ

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Princeton, NJ
• 2019-04-26 → 2020-07-17
  Investacorp Advisory Services Inc
  Princeton, NJ
• 2011-01-25 → 2017-12-19
  Investacorp Advisory Services Inc
  Miami, FL
• 2009-10-28 → 2010-12-22
  Summit Financial Group Inc
  Boca Raton, FL
• 2006-08-22 → 2009-10-13
  Mutual Service Corporation
  Boston, MA
• 2005-08-05 → 2006-08-04
  Morgan Stanley Dw Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

VUE NJ POSITION: Publishing Director NATURE: VUE NJ, Non-investment related. Conducted from 2 Bridge Ave, Suite 121, Red Bank, NJ 07701. The nature of the Outside Business Activity (OBA) is Publication, my position in the organization is publishing director. 01/2016 was the start of the relationship with the other business INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 2 Bridge Ave, Suite 121, Red Bank NJ 07701, United States DESCRIPTION: Oversee the direction in publishing print magazine (bi-monthly) ADVISORY - SAA POSITION: Advisory - SAA NATURE: Advisory - SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2020 ADDRESS: 100 OVERLOOK CENTER, 2ND FLOOR, Suite 206, Princeton NJ 08540, United States DESCRIPTION: Advisory - SAA, affiliation to maintain advisory license

Exams

• S66 Uniform Combined State Law Examination
  2005-07-21

Other Names

• Brian Kovener