Chad Kozoyed
Chad Kozoyed is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 7 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
Firm Size
IM Fee
Assets Under Management
Location
5235 Monticello Avenue, Williamsburg, VA, 23188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is an assistant varsity girls soccer coach at Poquoson High School, dedicating about 10-20% of his time to this role. He also has minimal involvement with Towne Wealth Management and TowneBank.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations30 states
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