Bryan J. Koslow

CLARUS GROUP LLC

New York, NY 10036

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CRD#: 5096391

Professional summary

Bryan Jeffrey Koslow, CFP® is a registered financial advisor currently at CLARUS GROUP LLC located in New York, New York.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bryan has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. Clarus Group, LLC, as insurance agent selling fixed insurance products, spends 15% of time during market hours, conducted at branch, investment related. 2. Clarus Group, LLC, owner of private entity created as operating company for securities, investment advisory, and insurance business, spends 100% of time during market hours, conducted at branch, investment related. 3. Koslow CPA, sole proprietor providing general accounting, tax preparation and business valuation services, spends 10% of time during market hours, conducted at branch, not investment related. 4. Foundation for MERS, Board of Trustees, Educational Foundation - fundraising/governance, spends 2% of time during market hours, Manapalan, NJ 07726, not investment related. 5. NJ Society of CPAs- Chairman, Investment Committee, oversee outside investment advisor's portfolio management services for Society's funds, spends 2% of time during market hours, Roseland, NJ 07068, not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Jeffrey Koslow'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

May 28, 2021 - Present

CLARUS GROUP LLC

Office #1: 1120 Avenue Of Americas 4th Floor, New York, NY 10036

RIA

CRD#: 310156

New York, NY

Past

July 31, 2013 - September 2, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Freehold, NJ

Past

July 5, 2013 - September 2, 2020

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Freehold, NJ

Past

January 3, 2011 - July 10, 2013

CETERA ADVISORS LLC

RIA

CRD#: 10299

RED BANK, NJ

Past

January 3, 2011 - July 10, 2013

CETERA ADVISORS LLC

CRD#: 10299

RED BANK, NJ

Past

January 8, 2010 - January 4, 2011

WORLD INVESTMENTS, LLC

CRD#: 20626

FREEHOLD, NJ

Past

January 7, 2010 - January 4, 2011

WORLD INVESTMENTS, LLC

RIA

CRD#: 20626

FREEHOLD, NJ

Past

April 1, 2009 - May 15, 2009

WORLD INVESTMENTS, LLC

RIA

CRD#: 20626

FREEHOLD, NJ

Past

October 17, 2008 - February 3, 2010

AMPEX CAPITAL, LLC

RIA

CRD#: 139676

FREEHOLD, NJ

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".

CLARUS GROUP LLC

CRD#: 310156 / SEC#: 801-119319

RIA

Registered Investment Advisory firm - (8/19/2020 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
(5/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/25/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/12/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/9/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/23/2019

General Securities Principal Examination

Current Firm

CLARUS GROUP LLC

CRD#: 310156 / SEC#: 801-119319

RIA

Registered Investment Advisory firm - (8/19/2020 Approved)

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Contact information

Main Address

1120 Avenue Of Americas 4th Floor, New York, NY 10036

Mailing Address

4400 Route 9 South Suite 1000, Freehold, NJ 07728

Phone number

(732) 325-0456

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	479
AUM (Assets Under Management)	$ 126,228,745

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.

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Advisor Monitoring

Firm Stability Insights

Bryan J. Koslow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Jeffrey Koslow's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CETERA ADVISORS LLC

CETERA ADVISORS LLC

WORLD INVESTMENTS, LLC

WORLD INVESTMENTS, LLC

WORLD INVESTMENTS, LLC

AMPEX CAPITAL, LLC

Primary Firm SEC Registration

CLARUS GROUP LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/25/2010

Series 65

Date: 9/12/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/9/2009

Series 24

Date: 1/23/2019

Current Firm

CLARUS GROUP LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARUS GROUP LLC

TRUST BUT VERIFY

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