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JK

Jozef N. Kuzmkowski

COURIER CAPITAL
BUFFALO, NY 14209-1604
CRD#: 5050286
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JK
Jozef Nicholas KuzmkowskiCOURIER CAPITAL

Professional summary

Jozef Nicholas Kuzmkowski, who also goes by Jozef Kozmkoski, Jozef Kuzmkowski, Joseph Nicholas, is a registered financial advisor currently at COURIER CAPITAL, LLC located in Buffalo, New York.

Jozef is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jozef has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jozef Kozmkoski | Jozef Kuzmkowski | Joseph Nicholas

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) - RIA

Click below to view Jozef Nicholas Kuzmkowski'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

June 15, 2026 - Present

COURIER CAPITAL, LLC

Office #1: 1114 Delaware Avenue, Buffalo, NY 14209-1604
RIA
CRD#: 282485
BUFFALO, NY
Past

July 2, 2025 - April 30, 2026

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
Rochester, NY
Past

October 18, 2024 - April 30, 2026

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
Rochester, NY
Past

July 21, 2017 - November 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ROCHESTER, NY
Past

June 29, 2017 - November 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ROCHESTER, NY
Past

March 1, 2017 - July 10, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

December 4, 2015 - February 13, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ASTORIA, NY
Past

January 12, 2006 - March 23, 2007

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
COURIER CAPITAL, LLC
COURIER CAPITAL | MUSTARD ACQUISITION SUB, LLC | COURIER CAPITAL, LLC | COURIER CAPITAL CORPORATION

CRD#: 282485 / SEC#: 801-107119

RIA
Registered Investment Advisory firm - (1/4/2016 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(6/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/19/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2017
Uniform Combined 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: 12/4/2015
General Securities Representative Examination

Current Firm

CC
COURIER CAPITAL, LLC
COURIER CAPITAL | MUSTARD ACQUISITION SUB, LLC | COURIER CAPITAL, LLC | COURIER CAPITAL CORPORATION

CRD#: 282485 / SEC#: 801-107119

RIA
Registered Investment Advisory firm - (1/4/2016 Approved)
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Contact information

Main Address
1114 Delaware Avenue, Buffalo, NY 14209-1604
Mailing Address
Phone number
(716) 883-9595
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COURIER CAPITAL, LLC PART 2A BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts3,600
AUM (Assets Under Management)$ 3,090,300,516

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

COURIER CAPITAL, LLC

CRD#: 282485Buffalo, NY 14209-1604

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