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Theresa Anne Kozikowski

EDELMAN FINANCIAL SERVICES, LLC·FAIRFAX, Virginia
EDELMAN FINANCIAL SERVICES, LLC
4000 LEGATO ROAD, FAIRFAX, VA 22033-2892CRD# 6723617Firm CRD# 113299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theresa Anne Kozikowski · FAIRFAX, VA
Registration
CRD #6723617 · EDELMAN FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Theresa Anne Kozikowski is a registered financial advisor based in FAIRFAX, Virginia, affiliated with EDELMAN FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
EDELMAN FINANCIAL SERVICES, LLC
EDELMAN FINANCIAL SERVICES, LLC
AUM
$21.7B
Regulatory assets under management
Employees
434
Total firm employees
View all advisors at EDELMAN FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Other: SEMINAR REGISTRATION FEE, BOOK ROYALTIES
Regulatory
SEC/IARD CRD# 6723617
Firm CRD# 113299
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theresa Anne Kozikowski offer?
Theresa Anne Kozikowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFAX, Virginia for a consultation.
What are Theresa Anne Kozikowski's credentials?
Theresa Anne Kozikowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Anne Kozikowski located?
Theresa Anne Kozikowski is based in FAIRFAX, Virginia, working with EDELMAN FINANCIAL SERVICES, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.
How does Theresa Anne Kozikowski charge for services?
Theresa Anne Kozikowski's firm is compensated through percentage of aum, fixed fees, subscription fees, other: seminar registration fee, book royalties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDELMAN FINANCIAL SERVICES, LLC?
EDELMAN FINANCIAL SERVICES, LLC has approximately 434 employees and manages $21.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDELMAN FINANCIAL SERVICES, LLC

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FAIRFAX, VA
Edward Philip Moore
FAIRFAX, VA
James Daniel Mendelsohn
FAIRFAX, VA
Craig M Blad
FAIRFAX, VA
Jon David Isaacson
FAIRFAX, VA
Lesley V Roberts
FAIRFAX, VA

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Research
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