Bryan
Koslow

Commonwealth Financial Network

CRD#5096391
Investment Advisor
in New York, NY
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About this Advisor

Bryan Koslow is a certified financial planner who works in New York, New York, who has been in the industry for 10 years. Koslow works at Commonwealth Financial Network. The advisor has gained experience at Ampex Capital, LLC, Q Pharma, Inc, Tfs Securities, Inc, Master Control, Inc, Multi-Financial Securities Corporation, Cetera Advisors, Clarus Group LLC and Commonwealth Financial Network. Koslow maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Commonwealth Financial Network is a company that has its headquarters in New York, New York. The firm has offices in 1,090 locations and a total of 3,200 people on staff. It controls $81 billion in total assets between its 335,560 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 223 charitable organizations. Of its 335,560 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Commonwealth Financial Network likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1120 Avenue Of The Americas 4Th Floor
New York, NY 10036

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

NY Average: $16,012,751,954
Total Number of Employees

3,350

NY Average: 118
Total Number of Accounts

388,288

NY Average: 4,567
Average Account Size

$219,462

NY Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bryan Koslow Work History

Bryan has 10 years of experience.

2013 - Present (6 years)

Cetera Advisors

2013 - Present (6 years)

Clarus Group LLC

2013 - Present (6 years)

Commonwealth Financial Network

2010 - 2010 (0 years)

Tfs Securities, Inc

2010 - 2012 (2 years)

Multi-Financial Securities Corporation

2009 - 2009 (0 years)

Tfs Securities, Inc

2009 - 2013 (4 years)

Master Control, Inc

2008 - 2010 (2 years)

Ampex Capital, LLC

2008 - 2009 (1 years)

Q Pharma, Inc

Disclosures

Bryan Koslow has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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