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Andrew Kubicsko

Raymond James & Associates, INC.
45 Years of Experience
Lake Geneva, WI
2 DisclosuresBroker
View SEC Summary
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Andrew Kubicsko is a registered investment advisor at Raymond James & Associates, INC., based in Lake Geneva, WI, with 45 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lake Geneva, WI

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1993
Settled
Employment Separation After Allegations
October 1989
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew owns rental real estate through Dunn Creek Holdings LLC since 2019, and a condominium rental property since 2004. He spends a few hours per week on these activities, primarily helping with property maintenance decisions.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
February 2011 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.
February 2011 - Present · 15 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - February 2011 · 3 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
January 1993 - January 2008 · 15 yrs
Gruntal & CO. IncorporatedBroker
April 1991 - January 1993 · 1 yr 9 mos
Robert Thomas Securities, INCBroker
February 1990 - April 1991 · 1 yr 2 mos
Painewebber IncorporatedBroker
December 1986 - December 1989 · 3 yrs
Drexel Burnham Lambert IncorporatedBroker
December 1983 - December 1986 · 3 yrs
Oppenheimer & CO., INC.Broker
April 1981 - January 1982 · 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
January 1980 - May 1981 · 1 yr 4 mos
Shearson Loeb Rhoades INC.Broker
July 1979 - February 1980 · 7 mos
Loeb PartnersBroker
January 1979 - July 1979 · 6 mos
State Registrations21 states
ALAZCACOCTFLIAIDILINMIMNMTNCNVNYTNTXVAWAWI
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.
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