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Anthony Scott Kuc

Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Assetmark, Inc.Apr 2025 to now
  2. Assetmark Brokerage, LLCApr 2025 to now
  3. Assetmark Financial Holdings, IncMar 2025 to now
  4. Equitable Advisors, LLCJul 2024 to Feb 2025
  5. Someburros Authentic Mexican CuisineMay 2023 to Jun 2024
  6. Five Guys Burgers and FriesFeb 2018 to May 2023
  7. Kingman Academy High SchoolMay 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Assetmark, Inc.

$91.8BAssets managed
456,452Clients
217Advisers
27 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
7961460
Firm CRD
109018
Advisor's SEC record (opens in a new tab)
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