Tatyana E. Kozlovska
Investment adviser representative at Canopy 360 Wealth, LLC
14 yearsExperience
1 stateRegistered in
$382.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Canopy 360 Wealth, LLCNov 2022 to now
- Stay - At - Home ParentJul 2012 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Canopy 360 Wealth, LLC
$382.8MAssets managed
341Clients
6Advisers
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
- 7726790
- Firm CRD
- 296771