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Ernst R. Kosower

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CRD#: 1335972
EK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ernst Russell Kosower was a registered financial professional .

Ernst is a previously registered financial professional and started their career in finance in 1985. Ernst had worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 20, 2019 - November 27, 2019

RUDWALL WEALTH MANAGEMENT LLC

RIA
CRD#: 284515
LIBERTYVILLE, IL
Past

July 14, 2010 - March 7, 2017

SNOW CAPITAL MANAGEMENT, L.P.

RIA
CRD#: 106516
SEWICKLEY, PA
Past

November 1, 2005 - November 8, 2007

GOODWIN CAPITAL ADVISERS, INC.

RIA
CRD#: 108290
HARTFORD, CT
Past

May 18, 2005 - July 31, 2006

VP DISTRIBUTORS LLC

BD
CRD#: 3036
CHICAGO, IL
Past

July 19, 2004 - June 8, 2005

LAUREL CAPITAL ADVISORS LLP

RIA
CRD#: 106411
PITTSBURGH, PA
Past

December 31, 2000 - November 8, 2001

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

December 12, 2000 - December 31, 2000

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

November 4, 1999 - December 7, 2000

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

February 21, 1985 - December 7, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/7/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RW
RUDWALL WEALTH MANAGEMENT LLC
RUDWALL WEALTH MANAGEMENT LLC

CRD#: 284515 / SEC#: 801-108714

RIA
Registered Investment Advisory firm - (4/17/2019 Terminated)
Illinois
Registered Investment Advisory firm - (9/13/2018 Approved)
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Contact information


Main Address
Libertyville, IL
Mailing Address
Phone number
(847) 987-5915
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts31
AUM (Assets Under Management)$ 21,661,218

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RUDWALL WEALTH MANAGEMENT LLC

CRD#: 284515

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