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Michael Charles Kozak

BLUEDOOR PRIVATE WEALTH, LLC·BEVERLY, Massachusetts
Series 7, Series 66Clean record24 years registeredBLUEDOOR PRIVATE WEALTH, LLC
50 DUNHAM RIDGE, BEVERLY, MA 01915CRD# 4181027Firm CRD# 301907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Charles Kozak · BEVERLY, MA
Registration
CRD #4181027 · BLUEDOOR PRIVATE WEALTH, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

BLUEDOOR PRIVATE WEALTH, LLC
Dec 2019 – present
LITTLE HOUSE CAPITAL, LLC
Nov 2017 – Jan 2020
TOPSFIELD, MA
EAST COAST ASSET MANAGEMENT, LLC
Sep 2010 – Jan 2018
ESSEX, MA
CABOT MONEY MANAGEMENT INC
Feb 2002 – Aug 2010
SALEM, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · February 5, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUEDOOR PRIVATE WEALTH, LLC
CRD 301907 · SEC 801-131443
AUM
$103M
Regulatory assets under management
Employees
2
160 client accounts
Services offered by BLUEDOOR PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUEDOOR PRIVATE WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Charles Kozak offer?
Michael Charles Kozak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Michael Charles Kozak's credentials?
Michael Charles Kozak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Charles Kozak located?
Michael Charles Kozak is based in BEVERLY, Massachusetts, working with BLUEDOOR PRIVATE WEALTH, LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Michael Charles Kozak charge for services?
Michael Charles Kozak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEDOOR PRIVATE WEALTH, LLC?
BLUEDOOR PRIVATE WEALTH, LLC has approximately 2 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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