Christopher Alfred Koszitzki
Investment adviser representative at Moors & Cabot, Inc
11 yearsExperience
1 stateRegistered in
$4BFirm assets
31 yearsFirm in business
Are you Christopher Alfred Koszitzki? 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 assetsHourlyFixed or flat feeCommissions
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.
- Moors & Cabot, Inc.Mar 2026 to now
- Vensure HrJan 2024 to Mar 2026
- Fidelity Brokerage Services LLCDec 2016 to Dec 2023
- Bank of AmericaNov 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Moors & Cabot, Inc
Legal name: Moors & Cabot, Inc.
$4BAssets managed
5,074Clients
79Advisers
31 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
- 6736380
- Firm CRD
- 594