Shane Kozusko
Global View Investment Advisors · Greenville, South Carolina
Shane Kozusko is a fee-only financial advisor at Global View Investment Advisors in Greenville, South Carolina. Global View Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Global View Investment Advisors |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $553.8M across 1,656 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 7573833 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.alignable.com/greenville-sc/global-view-investment-advsiors |
How Shane's firm compares
- Global View Investment Advisors's average account is about $334,000, from its Form ADV (assets managed divided by 1,656 accounts).
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Questions about Shane
Is Shane Kozusko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Global View Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane's firm, Global View Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Shane Kozusko based?
Shane Kozusko is based in Greenville, South Carolina.
Is Shane Kozusko registered with the SEC?
Yes. Shane Kozusko is registered as an investment adviser representative in NC and SC (CRD 7573833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global View Investment Advisors manage?
Global View Investment Advisors reports $553.8M across 1,656 accounts in assets under management.
How do I contact Shane Kozusko?
Through Shane's website, www.alignable.com/greenville-sc/global-view-investment-advsiors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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