RK
RK

Robert Kucherich

11 Years of Experience
York, PA
BrokerSells Insurance

Robert Kucherich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1605 E Market St, York, PA, 17403

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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 ActivitiesSells Insurance

Robert works for Jeffrey A. Gay CFP, providing payroll and benefits support, and also serves as a financial advisor, providing insurance products. He also assists with daily responsibilities at Miller & Gay Investment Management, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - February 2022 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - February 2022 · 6 yrs 2 mos
M&t Securities, INC.Broker
August 2014 - September 2015 · 1 yr 1 mo
State Registrations5 states
FLILNHNYPA
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.