UBS Financial Services
47yrs
Top advisor by experience in Fort Lauderdale
39yrs
Todd Cooke has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Fort Lauderdale, Florida. Todd has been with Kovack Advisors since 2021. Kovack Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1190 advisors with offices in Fort Lauderdale, and one of 1104 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Florida
Office6451 N. Federal Hwy Suite 1201, Fort Lauderdale, FL 33308
FirmKovack Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$433,120
Advisors at the firm258
States licensed ?1 state
Services through Kovack Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowKovack Advisors, Inc.Current firm
Contact Todd
(954) 782-4771Kovack Advisors main office 6451 N. Federal Hwy Suite 1201Fort Lauderdale, FL 33308Office · Get directions Firm websitekovackadvisors.com
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Kovack Advisors at (954) 782-4771 and ask for Todd Cooke. Todd works from the Fort Lauderdale, FL office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1987, about 39 years. Top 5% by experience in Florida.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
Kovack Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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