Barry Bieler, financial advisor Fort Lauderdale FL

Barry Bieler

CRD Number: 2434662
Current Firm: Kovack Advisors, Inc.

Barry Bieler (CRD# 2434662) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fort Lauderdale, FL and has over 30 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL Oct 2016 - Current 7
Kovack Advisors, Inc. Fort Lauderdale, FL Oct 2016 - Current 7
Unemployed Annville, PA Apr 2016 - Oct 2016 < 1
Invest Financial Corporation Palmyra, PA Apr 2011 - Mar 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Barry D. Bieler
Phone Number: 954-782-4771
Firm Website: http://www.joinksi.com/
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    4,288
    MILLIONS
  • Total Number of Accounts
    18,409
    ACCOUNTS
  • Average Account Value
    $232,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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