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Trent Christopher Perry

Investment Adviser Representative at Kovack Advisors, Inc.

Fort Lauderdal, FLCRD #2822719Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Trent Christopher Perry is an investment adviser representative with Kovack Advisors, Inc. in Fort Lauderdal, FL, where they have been registered since 2018. They have worked in the securities industry since 1996 and have been registered with 4 firms, including MML Investors Services, Inc. and PARK Avenue Securities LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.

Office

6451 North Federal Highway
Fort Lauderdal, FL 33308

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia
Broker:
6 states and territories

California, Florida, Georgia, North Carolina, South Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/31/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 11/14/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/30/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/8/1996
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/27/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kovack Advisors, Inc.Current
6/21/2018 – Fort Lauderdal, FL
MML Investors Services, Inc.
6/7/2001 – 7/29/2002Springfield, MA
PARK Avenue Securities LLC
5/3/1999 – 5/10/2001New York, NY
Guardian Investor Services Corporation
11/11/1996 – 5/3/1999New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kovack Securities, Inc.
    Jul 2002 – no end date reportedFt. Lauderdale, FL
  2. Kovack Advisors, Inc.
    Jun 2018 – no end date reportedFort Lauderdale, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Kovack Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$10,000 (waivable)
Estimated blended rate
0.029

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fee-based accounts and programs (CHOICE Programs), third-party money management programs including asset allocation firms and individual money managers, and assistance in reviewing and evaluating these programs with objectivity and without preference or bias for any product or sponsor.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Fee-based AccountsThird-party Money ManagementAsset AllocationRegistered Investment AdvisorTAMPIndependent Advisory

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingState/MunicipalCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
257
Offices listed on AdvisorFinder:
24
Main office:
Ft. Lauderdale, FL
SEC file number:
801-63048

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 27, 2026

View full firm profile

Other advisors at Kovack Advisors, Inc.

Showing 12 of 257 in the directory

View Kovack Advisors, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trent Christopher Perry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Trent Christopher Perry (Kovack Advisors) - Advisor Profile