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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.

  1. Vestmark Advisory Solutions, Inc.Jan 2025 to now
  2. Harvest InsuranceJul 2024 to Jan 2025
  3. UnemployedMay 2024 to Jul 2024
  4. ParametricAug 2022 to May 2024
  5. VelocitySep 2021 to Sep 2022
  6. 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
Advisor's SEC record (opens in a new tab)
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