MK
Michael Kozak
from Bluedoor Private Wealth, LLC
Michael Kozak is a financial advisor based in Massachusetts, Beverly,
with 24 years of experience. Michael currently works for
Bluedoor Private Wealth, LLC.
Michael maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Kozak works at Bluedoor Private Wealth, LLC
Bluedoor Private Wealth, LLC is a financial advisory firm based in Beverly, Massachusetts. It currently has approximately $77,699,721 of assets under management and employs about 2 people. Bluedoor Private Wealth, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
17 years
Fee structure
and a percentage of assets under your management
Office location
50 Dunham Ridge, Suite 1250, Beverly, Massachusetts, 1915
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