Norbert Kozma
Professional Summary
Norbert Kozma is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
CRAFT CAPITAL MANAGEMENT LLC
Contact Information
Main Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530Mailing Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530Phone Number
(516) 833-1325Established
New York since 10/15/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/18/2024)
(10/18/2024)
(10/18/2024)
(4/14/2025)
(10/18/2024)
(10/22/2024)
(10/18/2024)
(9/2/2025)
(9/15/2025)
(1/5/2026)
(10/18/2024)
(10/18/2024)
(11/18/2024)
(10/22/2024)
(12/10/2024)
(9/30/2025)
(9/8/2025)
(4/2/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Norbert Kozma's CRS (Customer Relationship Summary).
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