Mary Therese Kozar

Employer firm

Capital Advisors, Ltd., LLC CRD 153600

$1.37B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Capital Advisors, Ltd., Llc

20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-04
OH	RA	APPROVED	2010-06-11

TX RA
APPROVED

Since 2023-10-04
OH RA
APPROVED

Since 2010-06-11

Branch Locations

20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States

Westake, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capital Advisors Ltd.	Shaker Heights	OH	06/2010	Present
Lincoln Investment	Shaker Heights	OH	06/2012	Present

06/2010 → Present

Capital Advisors Ltd.

Shaker Heights, OH
06/2012 → Present

Lincoln Investment

Shaker Heights, OH

Other Businesses

CAPITAL ADVISORS, LTD LLC POSITION: Senior Analyst, IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 07/01/1990 ADDRESS: 20600 Chagrin Blvd., 1115 Tower East, Shaker Heights OH 44122, United States DESCRIPTION: Financial planning analysis & support

Designations

Certified Financial Planner

Other Names

Mary Therese Kozar
Mary Therese Coyne
Mary Therese Coyne

View on SEC IAPD

Employer firm

Current Employers

Capital Advisors, Ltd., Llc

Disclosures

Employment History

Other Businesses

Designations

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

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