BK
BK

Belinda Kucharski

26 Years of Experience
Clifton Park, NY
Broker

Belinda Kucharski is a registered investment advisor at Cetera Investment Advisers LLC, based in Clifton Park, NY, with 26 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4 Corporate Dr, Clifton Park, NY, 12065

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Belinda owns BCK Asset Management, a financial services DBA, dedicating nearly full-time hours to it. She also hosts a networking group and volunteers with a non-profit, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Financial Specialists LLC
February 2016 - Present · 10 yrs 3 mos
Cetera Financial Specialists LLCBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
February 2013 - November 2014 · 1 yr 9 mos
LPL Financial LLCBroker
May 2012 - October 2012 · 5 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2012 · 7 yrs 4 mos
Hsbc Brokerage (USA) INC.Broker
December 1997 - January 2005 · 7 yrs 1 mo
State Registrations3 states
FLMANY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Belinda Kucharski - Financial Advisor | TrueAdvisor