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Eric Gustav Kuchherzki

Centaurus Financial, Inc.

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About Eric Gustav Kuchherzki

Eric Kuchherzki is a financial professional with over 16 years of experience in the industry. Eric is currently registered with Centaurus Financial, Inc. and is located in Burlingame, California. Eric has previously worked with firms such as Taylor Capital Management Inc., Questar Capital Corporation, and Princor Financial Services Corporation. Eric specializes in providing financial planning and portfolio management services to individuals, corporations, and high-net-worth clients. Eric holds the Series 7, Series 55, Series 63, and SIE licenses.

Firm Information

Eric Kuchherzki is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Kuchherzki’s Registration & Firm History

CA

07/18/2018 - Present

Centaurus Financial, Inc. (BURLINGAME CA)

CA

05/20/2013 - 07/18/2018

TAYLOR CAPITAL MANAGEMENT INC. (BURLINGAME CA)

CA

02/24/2011 - 01/17/2013

QUESTAR CAPITAL CORPORATION (BURLINGAME CA)

CA

08/05/2008 - 04/20/2009

PRINCOR FINANCIAL SERVICES CORPORATION (SAN MATEO CA)

CA

01/24/2007 - 11/02/2007

EMERSON EQUITY LLC (SAN MATEO CA)

CA

10/04/2004 - 01/27/2006

FORESTERS EQUITY SERVICES, INC. (MILPITAS CA)

NY

08/28/2003 - 09/05/2003

A.B. WATLEY, INC. (NEW YORK NY)

NJ

07/10/2003 - 08/25/2003

MILLENNIUM BROKERAGE, L.L.C. (CHATHAM NJ)

CA

03/27/2002 - 06/28/2002

PREFERREDTRADE, INC. (SAN FRANCISCO CA)

NY

03/20/1998 - 06/03/1998

GILFORD SECURITIES INCORPORATED (NEW YORK NY)

CA

08/14/1997 - 03/04/1998

DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)

CA

05/08/1997 - 08/15/1997

L. H. ALTON & COMPANY (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Eric Gustav Kuchherzki. Review regulatory record here.
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