Kyle Kozlowski, financial advisor Williamsville NY
88 score

Kyle Kozlowski

CRD Number: 5996003
Current Firm: Ubs Financial Services Inc.

Kyle Kozlowski (CRD# 5996003) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Williamsville, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Williamsville, NY Sep 2013 - Current 3
Ubs Financial Services Inc. Williamsville, NY Jul 2011 - Sep 2013 2
Ross Rental Station Lockport, NY Apr 2010 - Oct 2012 2
Western New York Roller Hockey Cheektowaga, NY Apr 2005 - Sep 2012 7
Starpoint Central School Lockport, NY Sep 2003 - Jun 2007 3
Westwood Country Club Williamsville, NY Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Kyle M. Kozlowski
Phone Number: 201-352-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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