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Andre Kovensky

Octavia Investments LLC

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About Andre Kovensky

Andre Kovensky is an Investment Advisor Representative at Octavia Investments LLC. Andre has been in the industry for over 27 years and has experience in providing investment advice to high net worth individuals, corporations and other businesses. Andre holds a Series 7 and Series 63 license and a Series 65 registration. Andre has also worked at Citigroup Global Markets Inc., Salomon Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his investment advisory work, Andre provides strategic consulting services to various companies, including Origin Materials.

Firm Information

Andre Kovensky is currently registered with Octavia Investments LLC. Octavia Investments LLC is an investment advisor registered with the SEC. They manage approximately $192,071,777 in assets for 223 clients, including high net worth individuals, corporations, and individuals other than high net worth individuals. Their services include portfolio management for businesses and individuals.

$192.07M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andre Kovensky’s Registration & Firm History

NV

04/28/2014 - Present

Octavia Investments LLC (LAS VEGAS NV)

NY

08/14/1996 - 07/30/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

11/29/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

NY

09/26/1994 - 11/22/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andre Kovensky.
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