Bradley Alan Kucharo
Investment adviser representative at Kucharo Wealth
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$123.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Kucharo Wealth, LLCJan 2024 to now
- The Vanguard Group, Inc.Aug 2022 to Jan 2024
- Brightworth, LLCJul 2017 to Jun 2022
- John K. Mcgill & Company, Inc.Nov 2007 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Kucharo Wealth
Legal name: Kucharo Wealth, LLC
$123.7MAssets managed
49Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6909050
- Firm CRD
- 329601