Robert Nicholas Korzik

Employer firm

First Light Wealth Advisors, LLC CRD 291214

$116M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• 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

• 10/2011 → 10/2017
  Ameriprise Financial Services, Inc.
  Little Falls, NJ
• 11/2017 → Present
  First Light Wealth Advisors, Llc
  Little Falls, NJ

Previous Registrations

• 2011-10-06 → 2017-10-23
  Ameriprise Financial Services, Llc
  Conshohocken, PA
  Little Falls, NJ
• 2005-08-15 → 2011-10-07
  Northwestern Mutual Investment Services, Llc
  Glen Rock, NJ
  Park Ridge, NJ
  Montvale, NJ
  Glen Rock, NJ
  Park Ridge, NJ
• 2006-05-24 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

Business Ownership; RJE Marine Services LLC; Managing Partner; charter boat for fishing. Run by a captain who is my son; Little Falls NJ 07424; Not Investment Related; April 2017; 1-9 hours per month; 0 hours during trading hours. Independent Insurance Brokering; Horizon Blue Cross Blue Shield(January 1998)/ Aetna Healthcare(January 1998)/ Delta Dental(January 2001)/ Guardian Healthcare(January 1991)/ John Hancock(January 2001)/ Berkshire for Healthcare(January 1998)/ United Healthcare(January 1998)/ Flagship Dental(January 2001)/ Assurant(January 1998)/ Met Life(January 2010)/ Meritain (owned by Aetna)(November 2009)/ Qualcare(January 2011)/ Sun Life(December 2014). Outside Business Activities; KRR Development LLC; LLC; Buy home, have partners renovate and sell; Partner; Little Falls NJ 07424; Investment related; Sept 2012; 0 hours per month. RJE Investments, LLC. The LLC holds a very small percentage in a pharmaceutical company that is not publicly traded. 76 E Main Street. Little Falls, NJ 0742; The LLC is a passive investment company. Managing Member; LLC was formed 6/7/2019 but the investment did not occur until 2020. O hours per month. 0 hours during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-23
• S66 Uniform Combined State Law Examination
  2005-08-11
• S63 Uniform Securities Agent State Law Examination
  1997-03-14

Other Names

• Bob Korzik
• Robert N Korzik