Christopher A. Horvath

TAIBER, KOSMALA & ASSOCIATES

Tampa, FL

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CRD#: 5740418

Professional summary

Christopher Andrew Horvath is a registered financial advisor currently at TAIBER, KOSMALA & ASSOCIATES, LLC located in Tampa, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 5 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Horvath'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

March 25, 2020 - Present

TAIBER, KOSMALA & ASSOCIATES, LLC

Office #2: 225 W Randolph St Suite 3050, Chicago, IL 60606

RIA

CRD#: 161703

Tampa, FL

Past

November 7, 2017 - February 12, 2020

STRATEGIC PLANNING GROUP, INC.

RIA

CRD#: 124855

WELLESLEY, MA

Past

February 9, 2016 - March 29, 2017

AFFERENT INVESTMENTS, LLC

RIA

CRD#: 282422

Coppell, TX

Past

September 2, 2015 - March 29, 2017

VANN EQUITY MANAGEMENT LLC

RIA

CRD#: 174239

COPPELL, TX

Past

August 13, 2012 - September 7, 2017

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

COPPELL, TX

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".

TAIBER, KOSMALA & ASSOCIATES, LLC

TAIBER, KOSMALA & ASSOCIATES, LLC | TK STRATEGIC INVESTMENT CONSULTANTS

CRD#: 161703 / SEC#: 801-76838

RIA

Registered Investment Advisory firm - (6/29/2012 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

Florida
(3/24/2021)

IAR

Illinois
(3/25/2020)

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

IAR

Series 65

Date: 2/17/2012

Uniform Investment Adviser Law Examination

Current Firm

TAIBER, KOSMALA & ASSOCIATES, LLC

TAIBER, KOSMALA & ASSOCIATES, LLC | TK STRATEGIC INVESTMENT CONSULTANTS

CRD#: 161703 / SEC#: 801-76838

RIA

Registered Investment Advisory firm - (6/29/2012 Approved)

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Contact information

Main Address

225 W Randolph St Suite 3050, Chicago, IL 60606

Mailing Address

Phone number

(312) 300-4781

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAIBER KOSMALA PART 2A & 2B (5/1/2025)

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 499,798,768

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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Christopher A. Horvath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Horvath's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAIBER, KOSMALA & ASSOCIATES, LLC

STRATEGIC PLANNING GROUP, INC.

AFFERENT INVESTMENTS, LLC

VANN EQUITY MANAGEMENT LLC

COPPELL ADVISORY SOLUTIONS LLC

Primary Firm SEC Registration

TAIBER, KOSMALA & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2012

Current Firm

TAIBER, KOSMALA & ASSOCIATES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAIBER, KOSMALA & ASSOCIATES, LLC

TRUST BUT VERIFY

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