Aaron A. Bercovitch

KINETIC FINANCIAL

PENSACOLA, FL

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CRD#: 7364105

Professional summary

Aaron A Bercovitch, who also goes by Aaron Anthony Bercovitch, Aaron A Bercovitch, is a registered financial advisor currently at KINETIC FINANCIAL located in Pensacola, Florida.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Aaron has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron Anthony Bercovitch | Aaron A Bercovitch

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.

Aaron Bercovitch is a Community Committee Member for the UWF Historic Trust: Board of Governors. Start date - April 2023 Address - 120 Church St, Pensacola, FL 32502 Description - State-supported oversight organization established for preservation and restoration of local history. The UWF Historic Trust's mission is to collect, preserve, interpret, and share the history of Northwest Florida. As a member of the Board of Governors, Aaron Bercovitch participates in discussions and votes regarding UWF Historic Trust properties, museum collections, and exhibits.� Number of hours per month - 1-2 hrs Number of hours per month during trading hours -� 1-2 hrs Investment related - no Aaron Bercovitch is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron A Bercovitch's 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

September 10, 2024 - Present

KINETIC FINANCIAL

RIA

CRD#: 331142

PENSACOLA, FL

Past

August 29, 2023 - March 21, 2024

OSAIC FS, INC.

RIA

CRD#: 3870

Pensacola, FL

Past

August 21, 2023 - March 21, 2024

OSAIC FS, INC.

CRD#: 3870

Pensacola, FL

Past

May 22, 2023 - June 26, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Pace, FL

Past

October 14, 2022 - April 19, 2023

ONEAMERICA SECURITIES, INC.

CRD#: 4173

CANTONMENT, FL

Past

May 12, 2021 - August 31, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

SCOTTSDALE, AZ

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

Florida
(9/10/2024)

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: 7/18/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/11/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/3/2021

Securities Industry Essentials Examination

Current Firm

KINETIC FINANCIAL

KINETIC FINANCIAL | KINETIC FINANCIAL LLC

CRD#: 331142 / SEC#:

Florida

Registered Investment Advisory firm - (9/10/2024 Approved)

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Contact information

Main Address

Pensacola, FL

Mailing Address

Phone number

(850) 203-0201

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 1,105,615

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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Aaron A. Bercovitch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron A Bercovitch's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINETIC FINANCIAL

OSAIC FS, INC.

OSAIC FS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ONEAMERICA SECURITIES, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2023

Series 63

Date: 7/7/2023

Series 7TO

Date: 5/11/2021

SIE

Date: 4/3/2021

Current Firm

KINETIC FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KINETIC FINANCIAL

TRUST BUT VERIFY

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