Scott K. Koviak
Professional 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 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Kenneth Koviak's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2025 - Present
NEWPORT GROUP CONSULTING, LLC
January 29, 2025 - Present
ASCENSUS BROKER DEALER SERVICES, LLC
Office #1: 300 Primera Blvd. Suite 200, Lake Mary, FL 32746April 21, 2016 - February 16, 2022
KESTRA ADVISORY SERVICES, LLC
April 27, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
January 30, 2015 - February 16, 2022
KESTRA INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
NEWPORT GROUP CONSULTING, LLC
CRD#: 140944 / SEC#: 801-66908
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
Exams
FINRA
Current Firm
NEWPORT GROUP CONSULTING, LLC
CRD#: 140944 / SEC#: 801-66908
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,858 |
| AUM (Assets Under Management) | $ 4,397,492,520 |
Red Flags
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