Hunter Associates LLC
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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
Years of Experience
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Hunter Associates LLC Brokerage Details
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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
Robert Mcculloch Work History
Robert has 13 years of experience.
Hunter Associates, Inc
Janney Montgomery Scott LLC
Robert Mcculloch has no disclosures.
Please visit their SEC profile for more details.