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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.
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.
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.
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