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John Michael Kovacs

Wealthspire Advisors

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About John Michael Kovacs

John Michael Kovacs is an investment advisor representative with Wealthspire Advisors. John has over 17 years of experience in the financial services industry. John previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. John holds Series 7, Series 31, and Series 66 licenses. John specializes in financial planning, pension consulting, and portfolio management for individuals. John has been registered with the state of Florida since November 2022 and with the state of New York since June 2022.

Firm Information

John Kovacs is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Kovacs’s Registration & Firm History

FL

06/29/2022 - Present

Wealthspire Advisors (Palm Beach Gardens FL)

NJ

11/21/2008 - 11/30/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)

NJ

04/02/2007 - 11/24/2008

MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)

NJ

12/12/2001 - 04/02/2007

MORGAN STANLEY DW INC. (MORRISTOWN NJ)

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Licenses & Designations

BOTH

Issued 02/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Kovacs.
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