Derek Kucharski
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 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
12 years in the industry.
- Equitable Advisors, LLCDec 2025 to now
- RoverJun 2025 to now
- New York LifeJun 2025 to Oct 2025
- Dominion PayrollJul 2023 to May 2025
- LoadhiveMar 2023 to May 2023
- ZenbMay 2020 to Aug 2020
- LoftJan 2020 to May 2020
- Talbert & AssociatesMay 2019 to Aug 2019
- High Point UniversityAug 2018 to May 2023
- Bounds Accounting & Tax ServicesJan 2018 to Aug 2018
- Food LionMay 2017 to Jun 2018
- Westminster High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8112321
- Firm CRD
- 6627