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EK

Eric J. Kuchera

CYPRESS STONE CAPITAL LLC
Lakewood Ranch, FL 34202
Some features on this profile are disabled
CRD#: 3091040
EK

Professional summary

Eric John Kuchera is a registered financial advisor currently at CYPRESS STONE CAPITAL LLC located in Lakewood Ranch, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Eric has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Kuchera's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 16, 2021 - Present

CYPRESS STONE CAPITAL LLC

Office #1: 9040 Town Center Parkway, Lakewood Ranch, FL 34202
RIA
CRD#: 314764
Lakewood Ranch, FL
Past

May 16, 2016 - May 6, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SARASOTA, FL
Past

February 19, 2016 - May 6, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SARASOTA, FL
Past

October 21, 2011 - March 2, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
SARASOTA, FL
Past

August 31, 2006 - October 21, 2011

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
SARASOTA, FL
Past

August 14, 2006 - August 25, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SARASOTA, FL
Past

October 6, 2004 - August 7, 2006

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
SARASOTA, FL
Past

October 1, 1998 - October 11, 2004

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/16/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/21/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/15/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/22/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/30/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/22/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/22/2024
General Securities Sales Supervisor - Options Module Examination

Current Firm

CS
CYPRESS STONE CAPITAL LLC
CYPRESS STONE CAPITAL LLC

CRD#: 314764 / SEC#:

Florida
Registered Investment Advisory firm - (7/16/2021 Approved)
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Contact information

Main Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Mailing Address
Phone number
(941) 226-8060
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 7,781,269

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CYPRESS STONE CAPITAL LLC

CRD#: 314764Lakewood Ranch, FL 34202

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