SHANE DANIEL KOZUP is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with VANGUARD ADVISERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VANGUARD ADVISERS, INC. | 2025-09-15 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-06-23 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-06-09 | 2017-05-11 | — |