RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Bryan Jeffrey Koslow
- Title
- Presidentreportedclarusfinancial.comfirm site, Sep 16, 2026
- Designations
- CPA, MBA, PFS, CFPreportedclarusfinancial.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “He is also owner of Koslow CPA, an accounting firm providing tax preparation and planning services as well as forensic accounting and litigation support services.”reportedclarusfinancial.comthe sentence on the bio page
- Business email
- bkoslow@clarusfinancial.comreportedclarusfinancial.comfirm site, Sep 16, 2026
- Professional profile
- clarusfinancial.com/team-member/bryan-koslowreportedclarusfinancial.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/bryan-koslow-mba-cfp%C2%AE-cpa-cff-pfs-aa32272reportedclarusfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Clarus Group LLC independent RIA currentsince May 28, 2021 · New York, Ny
- Commonwealth Financial Network national BDJul 31, 2013 to Sep 2, 2020 · Princeton, Nj
- Cetera Advisors LLC formerJan 3, 2011 to Jul 10, 2013 · Red Bank, Nj
- World Advisory Services formerJan 7, 2010 to Jan 4, 2011 · Freehold, Nj
- World Advisory Services formerApr 1, 2009 to May 15, 2009 · Freehold, Nj
- Ampex Capital, LLC unclassifiedOct 17, 2008 to Feb 3, 2010 · Freehold, Nj
- Commonwealth Financial Network to Clarus Group LLCleft Sep 2, 2020, registered May 28, 2021 (268 days) · Affiliated broker-dealer or bank to independent RIA
- Cetera Advisors LLC to Commonwealth Financial Networkleft Jul 10, 2013, registered Jul 31, 2013 (21 days) · Other
- World Advisory Services to Cetera Advisors LLCleft Jan 4, 2011, registered Jan 3, 2011 (-1 days) · Other
- Ampex Capital, LLC to World Advisory Servicesleft Feb 3, 2010, registered Apr 1, 2009 (-308 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address