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Scott Kenneth Koviak

Newport Group Consulting, LLC

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About Scott Kenneth Koviak

Scott Kenneth Koviak is a Registered Representative with Newport Group Consulting, LLC, registered with the state of Florida. Scott has been in the industry since May 2013, and has experience with Arthur J. Gallagher, NFP Advisor Services, LLC, Kestra Financial Services, Inc, PricewaterhouseCoopers LLP (PWC US), and ASCENSUS BROKER DEALER SERVICES, LLC. Scott is also a Chartered Financial Analyst and specializes in investment performance analytics for retirement plans, foundations, and endowments. Scott has a Series 63 and a Series 65 license, and is registered in the state of Florida.

Firm Information

Scott Koviak is currently registered with Newport Group Consulting, LLC. Newport Group Consulting, LLC is a Lake Mary, Florida-based investment advisor with approximately $2.56 billion in regulatory assets under management. The firm provides investment performance analytics for retirement plans, foundations and endowments. They also offer managed account services for plan participants, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and pooled investment vehicles.
Newport Group Consulting, LLC

300 PRIMERA BLVD.

LAKE MARY, FL 32746

$2.56B

Assets Under Management

197

Total Clients

20

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

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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other

Percentage of assets under advisement

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Scott Koviak’s Registration & Firm History

FL

01/02/2025 - Present

Newport Group Consulting, LLC (Saint Petersburg FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Kenneth Koviak.
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