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David Alexander Kozlowski

Verus Financial Partners

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About David Alexander Kozlowski

David Kozlowski is a financial professional with over 30 years of experience in the financial services industry. David is currently a registered investment advisor representative of Verus Financial Partners, a firm with a focus on providing investment advisory services to individuals and high-net-worth clients. David is a Certified Financial Planner™ professional and has a deep understanding of financial planning, portfolio management and investment strategies. Previously, David was a registered representative at Vanguard Marketing Corporation from 1992 to 1997. David holds the Series 6, Series 7 and Series 63 securities licenses as well as the Series 65 investment advisor license.

Firm Information

David Kozlowski is currently registered with Verus Financial Partners. Verus Financial Partners is a Registered Investment Advisor (RIA) based in Richmond, VA. The firm manages over $920 million in assets for a diverse client base, including high-net-worth individuals and other individuals. Verus provides financial planning and portfolio management services.
Verus Financial Partners

9030 STONY POINT PARKWAY

RICHMOND, VA 23235

$920.76M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kozlowski’s Registration & Firm History

VA

03/17/1997 - Present

Verus Financial Partners (RICHMOND VA)

PA

04/02/1992 - 01/28/1997

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 10/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/1992

Series 7 - General Securities Representative Examination

BC

Issued 04/01/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Alexander Kozlowski.
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