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GK

Gary J. Kovach

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CRD#: 274431
GK

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.

Gary Joseph Kovach was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1974. Gary had worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, Series 82TO, SIE, PC, Series 1, Series 24, Series 4 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
1) DBA: TACTICAL INVESTMENT MANAGEMENT, INC. - 10080 Whitewood Rd. Brecksville, OH 44141-1678; NATURE OF BUSINESS IS INVESTMENT ADVISORY; INVESTMENT RELATED; CEO; 99% OF TIME SPENT 2) FIXED INSURANCE SALES - 10080 Whitewood Rd. Brecksville, OH 44141-1678; ACCIDENT AND HEALTH, LIFE, VARIABLE INSURANCE SALES; NON INVESTMENT RELATED; INSURANCE SALES; 1% OF TIME SPENT

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 22, 2019 - July 2, 2024

BRIGHTON SECURITIES CORP.

RIA
CRD#: 3875
Brecksville, OH
Past

October 22, 2019 - July 2, 2024

BRIGHTON SECURITIES CORP.

BD
CRD#: 3875
Brecksville, OH
Past

August 15, 2006 - October 22, 2019

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
BRECKSVILLE, OH
Past

February 10, 2006 - August 15, 2006

KOVACK SECURITIES INC.

RIA
CRD#: 44848
BRECKSVILLE, OH
Past

January 27, 2006 - October 22, 2019

KOVACK SECURITIES INC.

BD
CRD#: 44848
BRECKSVILLE, OH
Past

February 8, 2001 - February 9, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CLEVELAND, OH
Past

July 31, 1993 - February 9, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CLEVELAND, OH
Past

June 30, 1989 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 24, 1986 - May 30, 1989

RONEY & CO. L.L.C.

BD
CRD#: 900
Past

September 26, 1978 - March 21, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

July 1, 1974 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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".
BRIGHTON SECURITIES CORP.
BRIGHTON SECURITIES CORP.
BRIGHTON FINANCIAL PLANNING | BRIGHTON SECURITIES CORP.

CRD#: 3875 / SEC#: 801-62276, 8-14599

RIA
Registered Investment Advisory firm - SEC (9/8/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/25/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 6/19/1986
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/26/1974
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/5/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BRIGHTON SECURITIES CORP.
BRIGHTON SECURITIES CORP.
BRIGHTON FINANCIAL PLANNING | BRIGHTON SECURITIES CORP.

CRD#: 3875 / SEC#: 801-62276, 8-14599

RIA
Registered Investment Advisory firm - SEC (9/8/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
1703 Monroe Avenue, Rochester, NY 14618
Mailing Address
1703 Monroe Avenue, Rochester, NY 14618-1487
Phone number
(585) 473-3590
Established
New York since 03/05/1969
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
35

SEC notice filing (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

BSC ADV PART II - OCTOBER 2025 (10/1/2025)

Direct owners and executive officers


NamePositionCRD#
BRIGHTON SECURITIES HOLDINGS INCOWNER
ALBERTS, LORI ANNCCO
ALBERTS, LORI ANNCEO2574827
CONBOY, GEORGE THOMASCHAIRMAN1283395
LEACH, JENNY LEEDIRECTOR OF COMPLIANCE3257861
MELONI, EKATERINA AFINOP7923218

Regulatory assets under management


Total Number of Accounts3,384
AUM (Assets Under Management)$ 986,154,864

Disclosures


Regulatory Event7
Arbitration1

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/02/2025
Cover Page
03/01/2024
03/20/2023

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.

Company Information


BRIGHTON SECURITIES CORP.

BRIGHTON SECURITIES CORP.

CRD#: 3875

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