BK
BK

Brian Kucskar

25 Years of Experience
Richmond, VA
Broker

Brian Kucskar is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Richmond, VA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

1111 E Main St, Richmond, VA, 23219

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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

Brian works as an administrator for J K, spending a few hours per week on this role. This activity is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - Present · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - Present · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - February 2019 · 2 yrs 5 mos
Suntrust Investment Services, INC.
August 2008 - December 2016 · 8 yrs 4 mos
Suntrust Investment Services, INC.Broker
February 2008 - February 2019 · 11 yrs
Capital Brokerage CorporationBroker
January 2005 - February 2008 · 3 yrs 1 mo
Wachovia Securities, LLCBroker
April 2001 - January 2005 · 3 yrs 9 mos
Intersecurities, INC.Broker
May 2000 - December 2000 · 7 mos
Metlife Securities INC.Broker
February 1998 - June 1998 · 4 mos
Metropolitan Life Insurance CompanyBroker
February 1998 - June 1998 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.