Shane Kozusko, financial advisor Greenville SC

Shane Kozusko

CRD Number: 7573833
Current Firm: Global View Investment Advisors, LLC

Shane Kozusko (CRD# 7573833) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Global View Investment Advisors Greenville, SC Jun 2022 - Current 1
University Of Georgia Athens, GA Jan 2019 - May 2022 3
The Hub Bottle Shop Senoia, GA Aug 2019 - Dec 2019 < 1
Us Army Fort Carson, CO Aug 2014 - Dec 2019 5
Starrs Mill High School Fayetteville, GA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Shane A. Kozusko
Phone Number: 864-335-9211
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    1,516
    ACCOUNTS
  • Average Account Value
    $285,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

GA, NC, SC, TX

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