Unclaimed Profile

Robert L Koscik

DLAK WEALTH ADVISORS, LLC·WEST CHESTER, Ohio

SIE, Series 6, Series 7, Series 8, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredDLAK WEALTH ADVISORS, LLC

9100 WEST CHESTER TOWNE CENTRE DR, WEST CHESTER, OH 45069CRD# 2333835Firm CRD# 315670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert L Koscik · WEST CHESTER, OH

Registration

CRD #2333835 · DLAK WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PARK AVENUE SECURITIES LLC

Dec 2005 – present

CHARLES SCHWAB & CO., INC.

Feb 2003 – Jun 2005

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · February 3, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DLAK WEALTH ADVISORS, LLC

CRD 315670 · SEC 801-122291

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by DLAK WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DLAK WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert L Koscik offer?

Robert L Koscik specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Ohio for a consultation.

What are Robert L Koscik's credentials?

Robert L Koscik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert L Koscik located?

Robert L Koscik is based in WEST CHESTER, Ohio, working with DLAK WEALTH ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Robert L Koscik charge for services?

Robert L Koscik's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DLAK WEALTH ADVISORS, LLC?

DLAK WEALTH ADVISORS, LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.

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