Stacey M. Kovach
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stacey Marie Kovach was a registered financial professional .
Stacey is a previously registered financial professional and started their career in finance in 1992. Stacey had worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 24, 2019 - December 7, 2020
BLUESKYE INVESTMENT ADVISERS, LLC
January 28, 2016 - December 31, 2018
GREAT POINT ADVISORS LLC
December 23, 2015 - December 31, 2020
GREAT POINT CAPITAL LLC
December 11, 2009 - December 9, 2015
MOLONEY SECURITIES CO., INC.
December 11, 2009 - December 9, 2015
MOLONEY SECURITIES CO., INC.
November 17, 2009 - December 8, 2009
INVESTMENT RESEARCH CORP
November 17, 2009 - December 8, 2009
WORLD CAPITAL BROKERAGE, INC.
January 10, 2005 - November 2, 2009
INVESTORS CAPITAL CORP.
February 20, 2003 - December 31, 2004
EASTERN POINT ADVISORS INC.
March 6, 2002 - November 2, 2009
INVESTORS CAPITAL CORP.
December 6, 2000 - February 6, 2002
FINANCIAL LINKS, INC.
October 26, 1998 - December 15, 1998
UBS FINANCIAL SERVICES INC.
September 9, 1992 - October 29, 1998
CITIGROUP GLOBAL MARKETS INC.
June 29, 1992 - September 16, 1992
WINTHROP SECURITIES CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLUESKYE INVESTMENT ADVISERS, LLC
CRD#: 161097 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 43,400,000 |
Red Flags
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