Michael Charles Kozak

Employer firm

Bluedoor Private Wealth, LLC CRD 301907

$337M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 01/2018
  East Coast Asset Management, Llc
  Essex, MA
• 08/2017 → Present
  Little House Capital, Llc
  Braintree, MA
• 03/2019 → 03/2021
  Bluedoor Private Wealth, Llc
  Middleton, MA
• 03/2021 → Present
  Bluedoor Private Wealth, Llc
  Beverly, MA

Previous Registrations

• 2017-11-15 → 2020-01-30
  Little House Capital, Llc
  Topsfield, MA
• 2010-09-02 → 2018-01-26
  East Coast Asset Management, Llc
  Essex, MA
• 2002-02-05 → 2010-08-19
  Cabot Wealth Management
  Salem, MA

Other Businesses

I currently maintain a small tax and estate planning practice. The work is sporadic and only as needs may arise. I devote around 10 hours per year drafting estate planning documents or coordinating tax work.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-26

Designations

• Certified Financial Planner