Robert Kosty, financial advisor Hernando FL

Robert Kosty

CRD Number: 1408742
Current Firm: Lifemark Securities Corp.

Robert Kosty (CRD# 1408742) is an Investment Advisor Representative working at Lifemark Securities Corp. in Hernando, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 5
Independent Insurance Agent Hernando, FL Aug 2002 - Current 21
Foresters Equity Services, Inc. Wenham, MA Jul 2013 - Oct 2018 5
Robert J. Kosty Cpa Wenham, MA Sep 1984 - Jul 2014 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Robert J. Kosty
Phone Number: 585-424-5672
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $130,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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