SK
SK
Stanley Kosack
20 Years of Experience
Ellicott City, MD
1 DisclosureBroker
Stanley Kosack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ellicott City, MD, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
Loading...
Location
6031 University Blvd, Suite 170, Ellicott City, MD, 21043
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2023Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2025 - Present · 6 mos
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Kosack Capital, LLC
May 2024 - June 2025 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - May 2024 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - May 2024 · 1 yr 2 mos
Kosack Capital, LLC
June 2021 - May 2022 · 11 mos
Ameriprise Financial Services, INC.
January 2019 - April 2019 · 3 mos
Ameriprise Financial Services, INC.Broker
January 2019 - April 2019 · 3 mos
Blu Collar Wealth Management LLC
July 2018 - August 2018 · 1 mo
Lombard Advisers Incorporated
March 2017 - December 2017 · 9 mos
Lombard Securities IncorporatedBroker
March 2017 - December 2017 · 9 mos
LPL Financial LLCBroker
April 2016 - March 2017 · 11 mos
LPL Financial LLC
April 2016 - March 2017 · 11 mos
Wells Fargo Advisors, LLC
October 2014 - April 2016 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
October 2014 - April 2016 · 1 yr 6 mos
H. Beck, INC.
April 2013 - October 2013 · 6 mos
H. Beck, INC.Broker
March 2013 - October 2013 · 7 mos
Nylife Securities LLCBroker
June 2012 - November 2012 · 5 mos
Commonwealth Financial NetworkBroker
January 2012 - May 2012 · 4 mos
Commonwealth Financial Network
January 2012 - May 2012 · 4 mos
Advisory Services Network
October 2010 - October 2011 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2003 - October 2010 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - October 2010 · 7 yrs
Morgan Stanley
October 2000 - October 2003 · 3 yrs
Morgan Stanley Dw INC.Broker
May 2000 - October 2003 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
January 2000 - June 2000 · 5 mos
American Express Financial Advisors INC.Broker
January 2000 - June 2000 · 5 mos
State Registrations1 state
MD
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.