AK
AK

Alexander Max Kuczera

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only
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Location

4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander works for two independent insurance agencies, providing insurance advice and underwriting, dedicating about a quarter of his time to each. He is also an investment advisor representative with The Baldwin Group Wealth Advisors, spending full-time hours in this role.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
The Capital Group Investment Advisory Services, LLC
March 2024 - October 2024 · 7 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.