Andre Kovensky

OCTAVIA INVESTMENTS LLC

Las Vegas, NV

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CRD#: 2536113

Professional summary

Andre Kovensky is a registered financial advisor currently at OCTAVIA INVESTMENTS LLC located in Las Vegas, Nevada.

Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Andre has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Kovensky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 10, 2013 - Present

OCTAVIA INVESTMENTS LLC

RIA

CRD#: 167721

Las Vegas, NV

Past

November 29, 1997 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

August 14, 1996 - July 30, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 26, 1994 - November 22, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OCTAVIA INVESTMENTS LLC

CRD#: 167721 / SEC#: 801-128303

RIA

Registered Investment Advisory firm - (7/7/2023 Approved)

California

Registered Investment Advisory firm - (12/8/2023 Terminated)

Nevada

Registered Investment Advisory firm - (11/9/2023 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/10/2013)

IAR

Nevada
(6/30/2020)

IAR

Texas
(4/28/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/5/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/8/1994

General Securities Representative Examination

Current Firm

OCTAVIA INVESTMENTS LLC

CRD#: 167721 / SEC#: 801-128303

RIA

Registered Investment Advisory firm - (7/7/2023 Approved)

California

Registered Investment Advisory firm - (12/8/2023 Terminated)

Nevada

Registered Investment Advisory firm - (11/9/2023 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2023 Terminated)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

660 Peachy Canyon Cir 103, Las Vegas, NV 89144

Phone number

(775) 241-8140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/5/2026)

ADV PART 2B - ANDRE KOVENSKY (2/5/2026)

Regulatory assets under management

Total Number of Accounts	294
AUM (Assets Under Management)	$ 327,047,230

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andre Kovensky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Kovensky's CRS (Customer Relationship Summary).

Certified licenses

Experience

OCTAVIA INVESTMENTS LLC

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

OCTAVIA INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2013

Series 63

Date: 8/20/2002

Series 7

Date: 9/8/1994

Current Firm

OCTAVIA INVESTMENTS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OCTAVIA INVESTMENTS LLC

TRUST BUT VERIFY

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