Eric Kuchera is a registered investment advisor at Cypress Stone Capital LLC, based in Lakewood Ranch, FL, with 27 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 15 clients with $7.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$7.8M
Loading...
Location
9040 Town Center Parkway, Lakewood Ranch, FL, 34202
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cypress Stone Capital LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2016 - May 2021 · 5 yrs
Raymond James Financial Services, INC.Broker
February 2016 - May 2021 · 5 yrs 3 mos
Oppenheimer & CO. INC.Broker
October 2011 - March 2016 · 4 yrs 5 mos
Northern Trust Securities, INC.Broker
August 2006 - October 2011 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - August 2006 · 0 mos
Northern Trust Securities, INC.Broker
October 2004 - August 2006 · 1 yr 10 mos
T. Rowe Price Investment Services, INC.Broker
October 1998 - October 2004 · 6 yrs
State Registrations1 state
FL
Advisor
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.