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NK

Norbert Kozma

CRAFT CAPITAL MANAGEMENT LLC
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 4693554
NK

Professional summary

Norbert Kozma is a registered financial professional currently at CRAFT CAPITAL MANAGEMENT LLC located in Boca Raton, Florida.

Norbert is registered as a RR (Registered Representative) and started their career in finance in 2003. Norbert has worked at 8 firms and has passed the Series 63, SIE 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) - BD

Click below to view Norbert Kozma's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

October 18, 2024 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 1200 North Federal Hwy Suite 328, Boca Raton, FL 33432
BD
CRD#: 171350
Boca Raton, FL
Past

August 31, 2023 - October 18, 2024

I-BANKERS SECURITIES, INC.

BD
CRD#: 41352
Boca Raton , FL
Past

August 1, 2018 - June 11, 2024

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
Boca Raton, FL
Past

March 6, 2017 - December 26, 2018

I-BANKERS SECURITIES, INC.

BD
CRD#: 41352
DELRAY BEACH, FL
Past

November 7, 2013 - March 28, 2017

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

February 7, 2008 - November 5, 2013

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

October 1, 2007 - February 7, 2008

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

May 12, 2004 - October 2, 2007

HUNTER SCOTT FINANCIAL LLC.

BD
CRD#: 45559
DELRAY BEACH, FL
Past

August 14, 2003 - May 17, 2004

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/18/2024)
RR
California
(10/18/2024)
RR
Colorado
(10/18/2024)
RR
Connecticut
(4/14/2025)
RR
Florida
(10/18/2024)
RR
Kansas
(10/22/2024)
RR
Louisiana
(10/18/2024)
RR
Massachusetts
(9/2/2025)
RR
Missouri
(9/15/2025)
RR
New Jersey
(10/18/2024)
RR
New York
(10/18/2024)
RR
North Carolina
(11/18/2024)
RR
Ohio
(10/22/2024)
RR
Pennsylvania
(12/10/2024)
RR
Rhode Island
(9/30/2025)
RR
South Carolina
(9/8/2025)
RR
Texas
(4/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/29/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2003
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

CC
CRAFT CAPITAL MANAGEMENT LLC
CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350 / SEC#: , 8-69455

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Mailing Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Phone number
(516) 833-1325
Established
New York since 10/15/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CRAFT ASSET HOLDINGS LLCMANAGING MEMBER
FURST, RONALD ALLANCCO/ROP1007934
KIRONT, BARRY MICHAELCEO2281871
KIRONT, STEPHEN MARKEVP/COO2009609
RYAN, KIMBERLY ANNFINOP4316310

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

CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350Boca Raton, FL 33432

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