Asif Shafi Kuchey
Investment adviser representative at Private Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
10 years in the industry.
- Private Advisor Group, LLCNov 2021 to now
- LPL Financial LLCNov 2021 to now
- Tata Consultancy ServicesMay 2020 to Oct 2021
- Transamerica Capital IncMay 2020 to Oct 2021
- AmazonJan 2020 to Feb 2020
- UberJan 2020 to Feb 2020
- JP Morgan Chase Bank, NAMay 2019 to Dec 2019
- JPMorgan Securities, LLCMay 2019 to Dec 2019
- Bank of AmericaJun 2018 to May 2019
- AmazonNov 2017 to Jan 2019
- PNC BankMay 2017 to Jun 2018
- SuntrustDec 2016 to Feb 2017
- LyftJun 2016 to Jan 2018
- UberJun 2016 to Jan 2018
- TD BankMar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn 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
- 7126329
- Firm CRD
- 155216