Kaitlyn
Kocuba
Heritage Wealth Advisors
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About this Advisor
Kaitlyn Kocuba is a financial advisor working out of Sewickley, Pennsylvania with 2 years of industry experience. Kocuba is currently employed by Heritage Wealth Advisors. Throughout their career, they have worked at Ameriprise Financial Services, Inc / Premier Wealth Partners, Robert Morris University, Moon Area School District, Hefren Tillotson and Heritage Wealth Advisors. Kocuba holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Heritage Wealth Advisors is a business that has its headquarters in Richmond, VA. It has a total of 30 people on staff. It handles $3 billion in assets between its 1,345 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 15 charitable organizations. Of its 1,345 customer accounts, 57% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Heritage Wealth Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Wealth Advisors Brokerage Details
$3,081,765,406
30
1,345
$2,291,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Kaitlyn Kocuba Work History
Kaitlyn has been registered as a financial advisor for 2 years.*
Heritage Wealth Advisors
Hefren Tillotson
Ameriprise Financial Services, Inc / Premier Wealth Partners
Robert Morris University
Moon Area School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlyn Kocuba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heritage Wealth Advisors
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Sewickley, PA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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