Nicholas Robert Kozlowski
Professional Summary
Nicholas Robert Kozlowski is a registered financial advisor currently at GREENBIRD CAPITAL LLC located in Boca Raton, Florida. Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2022. Nicholas has worked at 4 firms and has passed the Series 63, Series 7TO and SIE 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
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GREENBIRD CAPITAL LLC | GREENBIRD CAPITAL, LLC
Contact Information
Main Address
2500 N Military Trail Suite 120, Boca Raton, FL 33431Mailing Address
2500 N Military Trail Suite 120, Boca Raton, FL 33431Phone Number
(646) 798-2850Established
New York since 10/25/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
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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
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Nicholas Robert Kozlowski's CRS (Customer Relationship Summary).
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