Spencer William Kozmata is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-08-27 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2020-08-11 | 2021-06-29 | — |