Robert Cristian Kozsan
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
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
25 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2015 to now
- Stifel, Nicolaus & Company, IncorpJan 2015 to now
- Wal-martMar 2001 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 6035091
- Firm CRD
- 793