Bradley A. Kucharo

KUCHARO WEALTH

Charlotte, NC 28203

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CRD#: 6909050

Professional summary

Bradley Alan Kucharo, CFP®, who also goes by Brad Kucharo, Bradley Kucharo, Bradley A. Kucharo, is a registered financial advisor currently at KUCHARO WEALTH located in Charlotte, North Carolina.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradley has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Kucharo | Bradley Kucharo | Bradley A. Kucharo

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: BRIAN NEAL KUCHARO TRUST, U/A 09/07/2016 INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: TRUST WITH ONE BENEFICIARY POSITION: TRUSTEE START DATE: 09/07/2016 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: TRUSTEE THAT MANAGES INVESTMENTS AND ADMINISTRATION OF THE TRUST NAME OF BUSINESS: CAROLE L KUCHARO REVOCABLE TRUST, U/A 07-13-1998 INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REVOCABLE LIVING TRUST POSITION: CO-TRUSTEE START DATE: 06/03/2013 APPROX. HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CO-TRUSTEE THAT MANAGES INVESTMENTS AND ADMINISTRATION OF THE TRUST

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Alan Kucharo'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 19, 2024 - Present

KUCHARO WEALTH

Office #1: 1300 South Blvd Unit D, Charlotte, NC 28203

RIA

CRD#: 329601

Charlotte, NC

Past

September 29, 2022 - January 22, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Charlotte, NC

Past

September 12, 2022 - January 22, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

February 2, 2018 - June 30, 2022

CI BRIGHTWORTH PRIVATE WEALTH

RIA

CRD#: 109569

CHARLOTTE, NC

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

Louisiana
(7/2/2024)

IAR

North Carolina
(2/19/2024)

IAR

Ohio
(3/20/2025)

IAR

South Carolina
(6/11/2025)

IAR

Texas
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/27/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/17/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/8/2022

Securities Industry Essentials Examination

Current Firm

KUCHARO WEALTH

KUCHARO WEALTH | KUCHARO WEALTH, LLC

CRD#: 329601 / SEC#:

Louisiana

Registered Investment Advisory firm - (7/2/2024 Approved)

North Carolina

Registered Investment Advisory firm - (2/19/2024 Approved)

Ohio

Registered Investment Advisory firm - (3/20/2025 Approved)

South Carolina

Registered Investment Advisory firm - (6/11/2025 Approved)

Texas

Registered Investment Advisory firm - (7/29/2025 Conditional Restricted)

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Contact information

Main Address

1300 South Blvd Unit D, Charlotte, NC 28203

Mailing Address

1300 South Blvd Ste. B13, Charlotte, NC 28203

Phone number

(704) 251-9550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 65,875,260

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.

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Bradley A. Kucharo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Alan Kucharo's CRS (Customer Relationship Summary).

Certified licenses

Experience

KUCHARO WEALTH

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

CI BRIGHTWORTH PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 9/27/2022

Series 65

Date: 11/17/2015

Series 7TO

Date: 9/12/2022

SIE

Date: 7/8/2022

Current Firm

KUCHARO WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KUCHARO WEALTH

TRUST BUT VERIFY

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