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Robert F Kozlowski

Vestmark Advisory Solutions, Inc.

Wakefield, MA

CRD 7597032

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Employer firm

Vestmark Advisory Solutions, Inc. CRD 221518

$49.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Vestmark Advisory Solutions, Inc.

100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-23
  • MA RA
    APPROVED
    Since 2025-09-23

Branch Locations

100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • 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
OrganizationCityStateFromTo
Harvest Insurance West Palm Beach/Fl FL 07/2024 01/2025
Unemployed West Palm Beach/Fl FL 05/2024 07/2024
Parametric Seattle WA 08/2022 05/2024
Velocity Holland OH 09/2021 09/2022
Granite Telecommunications Quincy MA 05/2015 09/2021
Vestmark Advisory Solutions, Inc Wakefield MA 01/2025 Present
  • 07/2024 → 01/2025
    Harvest Insurance
    West Palm Beach/Fl, FL
  • 05/2024 → 07/2024
    Unemployed
    West Palm Beach/Fl, FL
  • 08/2022 → 05/2024
    Parametric
    Seattle, WA
  • 09/2021 → 09/2022
    Velocity
    Holland, OH
  • 05/2015 → 09/2021
    Granite Telecommunications
    Quincy, MA
  • 01/2025 → Present
    Vestmark Advisory Solutions, Inc
    Wakefield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

Nearby Firms

FLAGSHIP WEALTH ADVISORS, LLC.
424 CAPITAL, LLC
OXFORD MARTIN, LLC

Nearby Investors

SUSAN N. BIG
PAUL V RYAN
SCOTT LOUIS FACCHETTI

Nearby Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA

More in Wakefield, MA

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