user avatar

Tomasz Kosek

Advisor at OSAIC Institutions, INC.

Claim profile

Credentials

Series 63, Series 66

OSAIC Institutions, INC. logo

Firm

OSAIC Institutions, INC.

Location

Brooklyn, CT 06234

Work history

infinex Investments, Inc.

2000 - Present (26 years)

Similar advisors near Tomasz

Nat N

Series 63, Series 65

Scotland, CT

Merrill

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Wealth management Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
user avatar

Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

user avatar

Gary P

Series 65

Danielson, CT

Westcott Investment Advisors LLC

user avatar

Edward D

Series 63, Series 65

Putnam, CT

Dias, Edward J.

user avatar

William G

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

user avatar

Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev