Jozef Nicholas Kuzmkowski
Investment adviser representative at Courier Capital, LLC
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
10 yearsFirm in business
Are you Jozef Nicholas Kuzmkowski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Courier Capital, LLCApr 2026 to now
- Key Investment ServicesOct 2024 to Apr 2026
- Keybank NANov 2022 to Apr 2026
- Bank of America, N.A.Jun 2017 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Nov 2022
- Nylife Securities LLCMar 2017 to Jun 2017
- New York Life Insurance Co.Feb 2017 to Jun 2017
- AXA Advisors, LLCOct 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Courier Capital, LLC
$3.6BAssets managed
2,212Clients
14Advisers
10 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
- 5050286
- Firm CRD
- 282485