Michael Koziashvily

B1 FINANCIAL

Aventura, FL 33180

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CRD#: 7949376

Professional summary

Michael Koziashvily is a registered financial advisor currently at B1 FINANCIAL located in Aventura, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65, SIE and Series 3 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.

TRADING UNLIMITED; NON-INVESTMENT RELATED; ONLINE AMAZON STORE; 05/2024; POSTING OF THE DEALS/PRODUCTS, MANAGING ALL ORDERS, PRICING AND CUSTOMER RELATIONS WITH BUYERS WITH QUESTIONS AND RETURNS; THIS IS A FULL TIME POSITION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Koziashvily's 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

October 7, 2024 - Present

B1 FINANCIAL

Office #1: 19505 Biscayne Blvd Suite 2350, Aventura, FL 33180

RIA

CRD#: 323539

Aventura, FL

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
(10/7/2024)

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: 3/31/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/12/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/29/2021

National Commodity Futures Examination

Current Firm

B1 FINANCIAL

B ONE MANAGEMENT LLC | B1 FINANCIAL

CRD#: 323539 / SEC#:

Florida

Registered Investment Advisory firm - (3/29/2023 Approved)

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Contact information

Main Address

19505 Biscayne Blvd Suite 2350, Aventura, FL 33180

Mailing Address

Phone number

(954) 736-4699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 23,800,000

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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Michael Koziashvily

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Koziashvily's CRS (Customer Relationship Summary).

Certified licenses

Experience

B1 FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2024

SIE

Date: 6/12/2021

Series 3

Date: 5/29/2021

Current Firm

B1 FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

B1 FINANCIAL

TRUST BUT VERIFY

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