Keely Elisabeth Escalante

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

• 01/2017 → 02/2025
  Sound Income Strategies
  Fort Lauderdale, FL
• 05/2014 → 01/2017
  East Ocean Podiatry
  Deerfliend Beach, FL
• 01/2018 → 02/2025
  Sound Income Strateigies.LLc
  Fort Lauderdale, FL
• 02/2025 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 01/2024 → Present
  Finsett Solutions
  Pompano Beach, FL
• 04/2025 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2018-01-02 → 2025-02-12
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Pompano Beach, FL

Other Businesses

1) DBA - DEPAUL CAPITAL, LLC -6451 N. FEDERAL HIGHWAY, SUITE 1201, FORT LAUDERDALE, FL 33301; INVESTMENT RELATED; FINANCIAL SERVICES/WEALTH MANAGEMENT; OWNER/FINANCIAL ADVISOR; 25% OF TIME SPENT. 2) FINSETT SOLUTIONS, LLC - 1770 E. LAS OLAS BLVD, 507, FORT LAUDERDALE, FL 33301; NON-INVESTMENT RELATED; OPERATIONAL ASSISTANCE; OWNER; 65% OF TIME SPENT. 3) KISSEA KINIS, LLC - 1770 E. LAS OLAS BLVD, 507, FORT LAUDERDALE, FL 33301; NON-INVESTMENT RELATED; SWIM WEAR SALES; CO-OWNER; 10% OF TIME SPENT. 4) DCAP INSURANCE SOLUTIONS LLC - 1770 E. LAS OLAS BLVD, 507, FORT LAUDERDALE, FL 33301; START DATE JUNE 23, 2025; NON-INVESTMENT RELATED; SALE OF INSURANCE PRODUCTS; MANAGER; 4 HOURS/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 5) LOLS HOLDINGS - 331 LIDO DRIVE, FORT LAUDERDALE, FL 33301; INVESTMENT RELATED; RENTAL PROPERTY; CO-OWNER; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-10
• S65 Uniform Investment Adviser Law Examination
  2017-11-22

Other Names

• Keely Elizabeth Escalante