Scott Kenneth Koviak
CFAProfessional Summary
Scott Kenneth Koviak, CFA, who also goes by Scott Kenneth Koviak, Scott Koviak, is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Seminole, Florida and ASCENSUS BROKER DEALER SERVICES, LLC located in Lake Mary, Florida. Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Scott has worked at 4 firms and has passed the Series 65, Series 63, SIE...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Scott Kenneth Koviak, Scott Koviak
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP
Contact Information
Main Address
300 Primera Blvd. Suite 200, Lake Mary, FL 32746Phone Number
(407) 333-2905# of Employees
31SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,768AUM (Assets Under Management)
$5,051,048,817Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP
State Registrations and Notice Filings
(1/2/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2015About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Kenneth Koviak's CRS (Customer Relationship Summary).
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