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Kyle Gary Nagel

KOSMOS MANAGEMENT LLC·SEATTLE, Washington
SIE, Series 7, Series 7TO, Series 63Clean recordKOSMOS MANAGEMENT LLC
601 UNION STREET, SEATTLE, WA 98101-4054CRD# 3128498Firm CRD# 164712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Gary Nagel · SEATTLE, WA
Registration
CRD #3128498 · KOSMOS MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KOSMOS MANAGEMENT LLC
CRD 164712 · SEC 801-77216
AUM
$1.4B
Regulatory assets under management
Employees
21
13 client accounts
Services offered by KOSMOS MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at KOSMOS MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Kyle Gary Nagel offer?
Kyle Gary Nagel specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Kyle Gary Nagel's credentials?
Kyle Gary Nagel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Gary Nagel located?
Kyle Gary Nagel is based in SEATTLE, Washington, working with KOSMOS MANAGEMENT LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Kyle Gary Nagel charge for services?
Kyle Gary Nagel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOSMOS MANAGEMENT LLC?
KOSMOS MANAGEMENT LLC has approximately 21 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOSMOS MANAGEMENT LLC

Amy Kosmos Bautista
SEATTLE, WA
David Warren Kraft
SEATTLE, WA
Francis Xavier Gannon
SEATTLE, WA

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Research
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