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Daniel M

Series 63, Series 66

La Jolla, CA

Cosmos Wealth, LLC

Daniel Mauser is a financial advisor at Cosmos Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rely Wealth Partners, TRU Independence Asset Management 2, and Investment Placement Group. Cosmos Wealth is an SEC-registered investment adviser providing discretionary investment management, comprehensive financial planning, and hourly consulting. The firm uses a mix of active and passive investment techniques, focusing on individualized client profiles and continuous portfolio monitoring, and primarily serves larger or qualified-purchaser relationships.

Active portfolio management Passive / index investing Options & derivatives strategies Private / alternative investments
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Robert R

Series 66

La Jolla, CA

Cosmos Wealth, LLC

Robert Robinson is a Series 66–licensed financial advisor with 11 years of industry experience. He currently works at Cosmos Wealth, LLC, having joined the firm in 2026 after roles at tru Independence Asset Management 2, LLC, Rely Wealth, Checchi Capital Advisers, LLC, Boston Private Wealth LLC, and Oppenheimer. Cosmos Wealth is an SEC-registered investment adviser managing approximately $191 million in discretionary assets. The firm serves primarily larger or non-typical retail clients and uses a combination of active and passive investment approaches, including fundamental, technical, and trend-following analysis, with a focus on individualized client profiles and continuous portfolio monitoring.

Active portfolio management Passive / index investing Options & derivatives strategies Private / alternative investments
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Jeremy K

Series 66

La Jolla, CA

Cosmos Wealth, LLC

Jeremy Keating is a financial advisor at Cosmos Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors and Osaic Advisory Services. Cosmos Wealth, LLC is an SEC-registered investment adviser offering discretionary investment management, financial planning, and hourly consulting. The firm employs a blend of active and passive investment techniques and serves primarily larger or non-typical retail clients through individualized portfolio management.

Active portfolio management Passive / index investing Options & derivatives strategies Private / alternative investments
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Abigail C

Series 66

Glendora, CA

Cosmos Wealth, LLC

Abigail Chao is a financial advisor at Cosmos Wealth, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and tru Independence Asset Management 2. Outside of her advisory role, she has engaged in part-time employment with TELUS International. Cosmos Wealth is a recently established SEC-registered investment adviser managing approximately $191 million in assets. The firm serves primarily larger or non-typical retail clients, offering discretionary investment management and hourly consulting, employing a combination of active and passive investment strategies tailored to individualized client profiles.

Active portfolio management Passive / index investing Options & derivatives strategies Private / alternative investments
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