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.
- Commonwealth Financial Network– · 7 yearsFreehold, NJ · Adviser representative · Firm CRD 8032
- Cetera Advisors LLC– · 2 yearsRed Bank, NJ · Adviser representative · Firm CRD 10299
- Innovative Market Trends– · under a yearFreehold, NJ · Adviser representative · Firm CRD 20626
- Innovative Market Trends– · under a yearFreehold, NJ · Adviser representative · Firm CRD 20626
- Ampex Capital, LLC– · 1 yearFreehold, NJ · Adviser representative · Firm CRD 139676
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
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 23 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 July 2010 |
| Series 7 | General Securities Representative Examination | 9 April 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2008 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- 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
- Firm bio
- clarusfinancial.com
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.
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.
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.
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.
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.
Where is Bryan Koslow based?
Bryan Koslow’s registered office is in New York, NY.
Is Bryan Koslow registered with FINRA?
No. Bryan Koslow has no current broker registration.
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.
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.
