Investment adviser representative · Bluedoor Private Wealth, LLC
Grady Kozak
CRD 8156980 · Beverly, MA
At a glance
Grady Kozak is an investment adviser representative with Bluedoor Private Wealth, LLC in Beverly, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grady’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Bluedoor Private Wealth, LLCSince September 2025Beverly, MA · $337M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Grady’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.