James
Kauchak

Suntrust Advisory Services, Inc

CRD#1574203
Investment Advisor
in Orlando, FL
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About this Advisor

James Kauchak is a certified financial planner who works out of Orlando, Florida, with a total of 11 years of experience as a financial advisor. Kauchak is an employee of Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Metropolitan Life Insurance Company, Inc, Metlife Securities, Inc, Scottrade, Suntrust Advisory Services, Pnc Investments and Suntrust Investment Services, Inc. Kauchak has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Suntrust Advisory Services, Inc is a financial advisory company that has its headquarters in Orlando, Florida. It has offices in 1,572 locations and a total of 1,539 advisors. It controls $19 billion in assets under management among its 41,105 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 41,105 customer accounts, 15% belong to high-net-worth investors who have more than $1 million in investable assets. Suntrust Advisory Services, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors largely depend on which services are offered. However, fee types billed by Suntrust Advisory Services, Inc may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

200 South Orange Avenue 7Th Floor - Stis Rom
Orlando, FL 32801

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

FL Average: $3,570,121,308
Total Number of Employees

1,571

FL Average: 58
Total Number of Accounts

47,014

FL Average: 1,608
Average Account Size

$434,045

FL Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

James Kauchak Work History

James has 11 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Investment Services, Inc

2012 - 2015 (3 years)

Pnc Investments

2010 - 2012 (2 years)

Scottrade

2007 - 2010 (3 years)

Metropolitan Life Insurance Company, Inc

2007 - 2010 (3 years)

Metlife Securities, Inc

Disclosures

James Kauchak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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