Andres Antonio Morgado

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

• 03/2010 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 01/2011 → Present
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL

Other Businesses

1) FINANXIAL ASSET MANAGEMENT - AVE DE DIEGO #121, URB. SAN FRANCISCO SAN JUAN, P.R. 00927, DBA FOR SECURITIES BUSINESS,INVESTMENT REPRESENTATIVE, 20% OF TIME SPENT. 2) FINANXIAL CORP - AVE DE DIEGO #121, URB. SAN FRANCISCO SAN JUAN, P.R. 00927, ACCOUNTING, PROFESSIONAL SERVICES, FINANCIAL PLANNING,TAX PLANNING/RETURN PREPARATION, ESTATE PLANNING, VICE PRESIDENT, BUSINESS DEVELOPMENT, 20% OF TIME SPENT. 3) NAVARRO, MORGADO & ASSOCIATES - AAVE DE DIEGO #121, URB. SAN FRANCISCO SAN JUAN, P.R. 00927, CPA FIRM, PARTNER, BUSINESS DEVELOPMENT, 1% OF TIME SPENT. 4) FM RENTALS & DEVELOPMENT - 116 WASHINGTON ST., GUAYNABO, PR, PARTNER, RENTAL MANAGEMENT/ADMINISTRATION OF 4 CONDOS, , RENT COLLECTING & ACCOUNTING, 2% OF TIME SPENT. 5) CPA - PALMA REAL, 116 WASHINGTONIA, GUAYNABO, PR, CONSULTING, AUDIT, TRUSTEESHIP, FINANCIAL PLANNING, OWNER, DEVELOP CLIENTELE AND PROVIDE SERVICES. 6) FINANXIAL INSURANCE - AVE DE DIEGO #121, URB. SAN FRANCISCO SAN JUAN, P.R. 00927, FIXED INSURANCE AGENCY, INSURANCE AGENT, SALES, 5% OF TIME SPENT. 7) BPAS TRUST COMPANY OF PUERTO RICO - VIG TOWER, 1225 PONCE DE LEON AVE, SUITE 804, SAN JUAN, PR 00907; NON-INVESTMENT RELATED; DIRECTOR; PROVIDE PUERTO RICO TRUST EXPERTISE IN THE CORPORATE POLICY MAKING PROCESS, 1% OF TIME SPENT. 8) BEST PROCESSING, LLC - AVE DE DIEGO #121, URB. SAN FRANCISCO SAN JUAN, P.R. 00927, SALES AND MARKETING OF CREDIT CARD ELECTRONIC PROCESSING DEVICES AND SERVICES, NON-INVESTMENT RELATED, VICE-PRESIDENT, SUPERVISE FINANCE AND MARKETING MATTERS, 5% OF TIME SPENT. 9) LAW PRACTICE - 116 WASHINGTON ST. GUAYNABO, PR 00969; LAW SERVICES; NON INVESTMENT RELATED; OWNER; 1% OF TIME SPENT 10) MONAND LLC - 116 WASHINGTON STREET, GUAYNABO, PR 00969; INVESTMENT RELATED; MANAGING MY PERSONAL INVESTMENT ACCOUNT; OWNER; 1% OF TIME SPENT. 11) PUERTO RICO CPA SOCIETY FOUNDATION - EDIF CAPITAL CENTER 1,239 ARTERIAL HOSTOS, SUITE 1401, SAN JUAN, PR 00918; NON-INVESTMENT RELATED; ATTEND BOARD MEETINGS AND PROVIDE EXPERTISE OF ECONOMIC ISSUES AFFECTING PUERTO RICO; MEMBER OF THE BOARD; 1% OF TIME SPENT. 12) RAPID CASH - 116 WASHINGTON ST, GUAYNABO, PR 00969; NON-INVESTMENT RELATED; MARKETING AND ADMINSTRATION SERVICES; CO-OWNER; LESS THAN 1% OF TIME SPENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-06

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Nacer Andres Antonio Morgado
• Andres Antonio Morgado Nacer