Murray Floyd Kosmin

Employer firm

Kosmin Wealth Management CRD 298138

$17.6M regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/1997 → Present
  Al/Ko Creative Retirement Planners
  Cleveland, OH
• 08/2002 → Present
  Hal- Com
  Cleveland, OH
• 08/2007 → Present
  Sii Investments Inc
  Beachwood, OH
• 02/2018 → 11/2018
  Lpl Financial Llc
  Beachwood, OH
• 02/2018 → 11/2018
  Ta-Check Financial
  Beachwood, OH
• 11/2018 → Present
  Kosmin Wealth Management
  Beachwood, OH

Previous Registrations

• 2017-12-07 → 2021-02-02
  Ta-Check Financial Ltd.
  Beachwood, OH
• 2018-02-14 → 2018-11-09
  Lpl Financial Llc
  Beachwood, OH
• 2007-08-28 → 2018-02-15
  Sii Investments, Inc.
  Beachwood, OH
  Appleton, WI
  Beachwood, OH
  Appleton, WI
• 2003-01-14 → 2007-08-13
  Fsc Securities Corporation
  Parma, OH
  Beachwood, OH

Other Businesses

02/14/2018 - AL/KO CREATIVE RETIREMENT PLANNER - Not Investment Related - Other - Small Family Business.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-28
• S63 Uniform Securities Agent State Law Examination
  2000-07-17