Robert
Mcculloch

Hunter Associates LLC

CRD#730963
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Robert Mcculloch is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered advisor at Hunter Associates LLC, Mcculloch has 13 years of work experience. Mcculloch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Mcculloch can work with clients in Ohio. Throughout their career, Mcculloch has worked at Hunter Associates, Inc and Janney Montgomery Scott LLC. Hunter Associates LLC is headquartered in Pittsburgh, Pennsylvania. In aggregate, Hunter Associates LLC oversees $644 million in assets across 903 accounts and retains 10 staff members. The level of assets currently under the firm's management makes it one of the larger firms in the nation. The firm manages 894 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 14% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Hunter Associates LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

436 Seventh Avenue Koppers Building, Fifth Floor
Pittsburgh, PA 15219-1818

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Hunter Associates LLC Brokerage Details

Total Assets Under Management

$612,434,592

PA Average: $15,833,994,310
Total Number of Employees

11

PA Average: 41
Total Number of Accounts

944

PA Average: 3,342
Average Account Size

$648,765

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Robert Mcculloch Work History

Robert has 13 years of experience.

2011 - Present (8 years)

Hunter Associates, Inc

2005 - 2011 (6 years)

Janney Montgomery Scott LLC

Disclosures

Robert Mcculloch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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