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Grady Kozak is a financial advisor professional located in Beverly, MA. They specialize in financial advisory.
Grady Kozak - Bluedoor Private Wealth, Llc holds an active professional license (FINRA CRD) for your protection.
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Grady Kozak operates Bluedoor Private Wealth, LLC, a financial advisory firm based in Beverly, Massachusetts. The business holds a FINRA CRD license (number 8156980), which regulates investment and securities professionals at the federal level. This license demonstrates that the firm operates under Financial Industry Regulatory Authority oversight and maintains compliance with securities regulations. Clients working with this firm can verify credentials and regulatory history through FINRA's public database.
Grady Kozak's FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, the primary regulator for securities brokers and investment advisors in the United States. This license type means the firm has met federal requirements to offer investment advice and securities services. FINRA CRD registration provides transparency—clients can look up the firm's regulatory history, any disciplinary actions, and background information through FINRA's BrokerCheck tool. This oversight ensures the business operates within established securities laws and maintains standards for protecting client assets.