Michael Thomas Bird

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

• 08/2009 → 10/2023
  American Portfolios Financial Services, Inc.
  Mt. Kisco, NY
• 10/2023 → 05/2024
  Arete Wealth Management, Llc
  Chicago, IL
• 10/2023 → 05/2024
  Arete Wealth Advisors, Llc
  Chicago, IL
• 05/2024 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 05/2024 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2023-10-27 → 2024-05-02
  Arete Wealth Advisors, Llc
  Brewster, NY
  Chicago, IL
• 2009-08-14 → 2023-11-10
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2009-03-10 → 2009-08-06
  Ubs Financial Services Inc.
  Stamford, CT
  Weehawken, NJ
  White Plains, NY
  Purchase, NY

Other Businesses

1) BIRD ASSET MANAGEMENT - 6 KINGSWOOD ROAD, KATONAH, NY 10536; START DATE MARCH 5, 2025; NON-INVESTMENT RELATED; TAX PURPOSES & BUSINESS EXPENSES; OWNER; LESS THAN 1% OF TIME SPENT. 2) FIXED INSURANCE SALES - 6 KINGSWOOD ROAD, KATONAH, NY 10536; START DATE MARCH 5, 2025; INVESTMENT RELATED; START DATE MARCH 5, 2025; OWNER; INSURANCE PRODUCTS; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 3) NEXTRIP, INC - KINGSWOOD ROAD, KATONAH, NY 10536; START DATE AUGUST 19. 2025; NON-INVESTMENT RELATED; CONSULTANT; I HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURTIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-09
• S63 Uniform Securities Agent State Law Examination
  1984-06-01

Other Names

• Michael T Bird
• Michael Bird