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Bryan Howard Kossove

Investment adviser representative at Osaic Institutions, Inc.
13 yearsExperience
3 statesRegistered in
$6.5BFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Osaic Institutions, Inc.Jul 2025 to now
  2. Ameriprise Financial Services, LLCJun 2020 to Jul 2025
  3. Royal AllianceAug 2013 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 3 states (NJ, PA, TX).

Osaic Institutions, Inc.

$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2745598
Firm CRD
35371
Advisor's SEC record (opens in a new tab)
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