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Bryan Koslow, portrait

Bryan Koslow

Principal at Clarus Group in New York, NY

Investment adviser registrationUpdated

Bryan Koslow is Principal of Clarus Group LLC, an investment adviser managing $158M, and works from its New York, NY office. Bryan Koslow has been registered as an investment adviser representative through Clarus Group since 28 May 2021, has 17 years in the industry across 5 firms and has passed the Series 65, Series 7, Series 63 and Series 24.

17
Years in industry
5
Years at firm
5
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Bryan Koslow has been Principal of Clarus Group since July 2020, is a control person of the firm and directly owns 75% or more of it. Bryan Koslow holds a Bachelor's degree in Finance from Hofstra University, a Bachelor's degree in Computer Information Systems from Hofstra University, an MBA with a concentration in Accounting from Monmouth University and a Certificate in Financial Planning from New York University.

Clarus Group LLC is a New York, NY firm with $158M under management, 182 clients and 2 advisers across 4 offices, as of its September 2026 filing.

Bryan Koslow is President of Clarus Group, an SEC-registered investment advisory firm. He is also owner of Koslow CPA, an accounting firm providing tax preparation and planning services as well as forensic accounting and litigation support services. He serves as Treasurer for the New Jersey Council of Collaborative Practice Groups.

Bryan Koslow’s longest registration was 7 years at Commonwealth Financial Network (2013–2020). Before joining Clarus Group in 2021, Bryan Koslow was registered through Commonwealth Financial Network and Cetera Advisors LLC.

  1. – present · 5 years
    New York, NY · Adviser representative · Firm CRD 310156
  2. Commonwealth Financial Network
    – · 7 years
    Freehold, NJ · Adviser representative · Firm CRD 8032
  3. Cetera Advisors LLC
    – · 2 years
    Red Bank, NJ · Adviser representative · Firm CRD 10299
  4. Innovative Market Trends
    – · under a year
    Freehold, NJ · Adviser representative · Firm CRD 20626
  5. Innovative Market Trends
    – · under a year
    Freehold, NJ · Adviser representative · Firm CRD 20626
  6. Ampex Capital, LLC
    – · 1 year
    Freehold, NJ · Adviser representative · Firm CRD 139676

Credentials and registrations

Professional designations

Listed by Clarus Group

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ certification
  • AICPA Personal Financial Specialist (PFS)
  • AICPA Certified in Financial Forensics (CFF)

Investment adviser representative registrations

Bryan Koslow is registered as an investment adviser representative in 2 states. The first approvals date from May 2021; the most recent is New Jersey, in March 2026.

  • New JerseySince 19 March 2026
  • New YorkSince 28 May 2021

Examinations

Series 2423 January 2019
Name
General Securities Principal Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 6325 July 2010
Name
Uniform Securities Agent State Law Examination
Series 79 April 2009
Name
General Securities Representative Examination
Series 6512 September 2008
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Bryan Jeffrey Koslow
CRD
5096391
Firm
Clarus Group · CRD 310156
Role
Principal
Office
1120 AVENUE OF AMERICAS, 4TH FLOOR, New York, NY 10036
Registration
Investment adviser registration
In the industry since
July 2009
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bryan Koslow work?

Bryan Koslow has been Principal of Clarus Group LLC since July 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 September 2026

Is Bryan Koslow a financial advisor?

Yes. Bryan Koslow has a current investment-adviser registration in New Jersey and New York, through Clarus Group since May 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Bryan Koslow have?

Bryan Koslow has 17 years in the financial industry, since July 2009, across 5 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Bryan Koslow passed?

Bryan Koslow has passed 4 licensing exams: the Series 65, Series 7, Series 63 and Series 24. The earliest, the Series 65, was passed in September 2008. FINRA credited Bryan Koslow with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Bryan Koslow work before Clarus Group?

Before Clarus Group, Bryan Koslow was registered through Commonwealth Financial Network, July 2013 to September 2020; Cetera Advisors LLC, January 2011 to July 2013; Innovative Market Trends, January 2010 to January 2011; Innovative Market Trends, April 2009 to May 2009; Ampex Capital, LLC, October 2008 to February 2010.

Source: IAPD individual record, checked 22 October 2026

Where is Bryan Koslow based?

Bryan Koslow’s registered office is in New York, NY.

Source: IAPD individual record, checked 22 October 2026

Is Bryan Koslow registered with FINRA?

No. Bryan Koslow has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Bryan Koslow a CFP?

Clarus Group lists Bryan Koslow with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ certification”) on its website. CFP Board confirms certification status.

Source: Bryan Koslow biography, clarusfinancial.com

How can I verify Bryan Koslow’s record?

Search CRD 5096391 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Koslow’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Clarus Group

Sources

  1. IAPD individual record, CRD 5096391, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Clarus Group LLC, filed 10 September 2026. Title, control and ownership bands.
  3. Clarus Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.