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David Alexander Kozlowski

VERUS FINANCIAL PARTNERS, INC.·RICHMOND, Virginia
Series 6, Series 7, Series 63, Series 65Clean record29 years registeredVERUS FINANCIAL PARTNERS, INC.
9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 2177800Firm CRD# 106744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Alexander Kozlowski · RICHMOND, VA
Registration
CRD #2177800 · VERUS FINANCIAL PARTNERS, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

VERUS FINANCIAL PARTNERS
Mar 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · March 17, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERUS FINANCIAL PARTNERS, INC.
CRD 106744 · SEC 801-41983
AUM
$921M
Regulatory assets under management
Employees
20
1,901 client accounts
Services offered by VERUS FINANCIAL PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERUS FINANCIAL PARTNERS, INC. →
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05

Frequently Asked Questions

What services does David Alexander Kozlowski offer?
David Alexander Kozlowski specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are David Alexander Kozlowski's credentials?
David Alexander Kozlowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alexander Kozlowski located?
David Alexander Kozlowski is based in RICHMOND, Virginia, working with VERUS FINANCIAL PARTNERS, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does David Alexander Kozlowski charge for services?
David Alexander Kozlowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERUS FINANCIAL PARTNERS, INC.?
VERUS FINANCIAL PARTNERS, INC. has approximately 20 employees and manages $921M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERUS FINANCIAL PARTNERS, INC.

James Manny Shepherd
RICHMOND, VA
William James Lagos
RICHMOND, VA
Edward L Hoppe
RICHMOND, VA
Julie Anne Waitman
RICHMOND, VA

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