RK
RK

Richard Kulbacki

10 Years of Experience
Murrysville, PA
BrokerSells Insurance

Richard Kulbacki is a registered investment advisor at Cetera Investment Advisers LLC, based in Murrysville, PA, with 10 years of industry experience. Richard 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
Loading...

Location

3875 Franklintowne Ct Ste 130, Murrysville, PA, 15668

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Richard operates as a financial professional under The Advisors, LLC and sells fixed insurance products (life, disability, and long-term care) with various companies. He also is part owner of Rising Regina, LLC (a music business), treasurer for Habitat for Humanity, and owner/president of Sylvan Financial Services, Inc (S Corp for tax purposes).

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Advisors LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2021 - March 2024 · 2 yrs 11 mos
LPL Financial LLC
January 2019 - April 2021 · 2 yrs 3 mos
LPL Financial LLCBroker
January 2019 - April 2021 · 2 yrs 3 mos
AXA Advisors, LLC
October 2015 - January 2019 · 3 yrs 3 mos
AXA Advisors, LLCBroker
September 2015 - January 2019 · 3 yrs 4 mos
State Registrations10 states
COFLMDMIOHPATXUTVAWV
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.
Richard Kulbacki - Financial Advisor | TrueAdvisor