Stephen A. Kovach
Professional summary
Stephen Andrew Kovach is a registered financial advisor currently at GLOBAL ADVISERS, LLC located in Philadelphia, Pennsylvania.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Stephen has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Andrew Kovach's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2017 - Present
GLOBAL ADVISERS, LLC
Office #1: 1650 Market Street 3600, Philadelphia, PA 19104February 26, 2001 - July 12, 2002
CHARLES SCHWAB & CO., INC.
July 17, 2000 - January 22, 2001
PRO-INTEGRITY SECURITIES, INC.
November 23, 1999 - July 19, 2000
WOODSTOCK FINANCIAL GROUP, INC.
October 28, 1997 - November 19, 1999
SUNPOINT SECURITIES, INC.
March 15, 1996 - October 23, 1997
BOLTON GLOBAL CAPITAL
December 8, 1994 - March 12, 1996
A. G. EDWARDS & SONS, INC.
September 19, 1994 - December 20, 1994
H.J. MEYERS & CO., INC.
August 3, 1994 - September 27, 1994
L.C. WEGARD & CO., INC.
March 28, 1994 - August 23, 1994
HIBBARD BROWN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/28/2023)
(10/22/2024)
(9/18/2017)
Exams
Current Firm
GLOBAL ADVISERS, LLC
CRD#: 175181 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 74 |
| AUM (Assets Under Management) | $ 10,528,871 |
Red Flags
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