Aaron Kozick
Aaron Kozick is a registered investment advisor at Towers Watson Investment Services, INC., based in Newtown Square, PA, with 16 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $52B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Newtown Square, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron works as a Director at Willis Towers Watson, providing investment consulting and soliciting private funds. This activity is investment-related and takes up more than full-time hours.
Employment History
Current Registrations
Towers Watson Investment Services, INC.
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Cetera Advisor Networks LLCBroker
Vanguard Marketing CorporationBroker
Nylife Securities INC.Broker
State Registrations1 state
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