Robert F Kozlowski
Investment adviser representative at Vestmark Advisory Solutions, Inc.
11 yearsExperience
1 stateRegistered in
$49.9BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vestmark Advisory Solutions, Inc.Jan 2025 to now
- Harvest InsuranceJul 2024 to Jan 2025
- UnemployedMay 2024 to Jul 2024
- ParametricAug 2022 to May 2024
- VelocitySep 2021 to Sep 2022
- Granite TelecommunicationsMay 2015 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Vestmark Advisory Solutions, Inc.
$49.9BAssets managed
84,069Clients
8Advisers
8 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
- 7597032
- Firm CRD
- 221518