Rafael Cuchacovich
Advisor at Steerson Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Steerson Advisors
Independent
Total advisors
1Clients per advisor
3 LowAvg AUM per client
$1,416,687 Very HighHNW client ratio
100% Very HighAbout
Rafael Cuchacovich is a financial advisor at Steerson Advisors with a Series 65 designation and six years of industry experience. He previously worked at DND Private Investments for one year before becoming an independent financial advisor. Steerson Advisors LLC provides non-discretionary portfolio management and investment advice to high-net-worth Qualified Clients. The firm uses a combination of fundamental, macroeconomic, and cyclical analysis to create customized equity and fixed-income portfolios and operates primarily on a performance-based compensation model without discretionary trading authority.
Fee options
10% of realized capital gains on variable income securities; 5% of realized interest on interest-bearing securities; fees are calculated only on positions purchased and sold under adviser's recommendation; losses are carried forward to offset future gains.
Account minimum: Clients must be "Qualified Clients" as defined in Schedule I of the Investment Advisor Services Agreement; no specific dollar minimum stated beyond this qualification requirement.
Most active in
Rafael C has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
2 years of industry experience
Independent Financial Advisor
2020 - Present • 6 years
Santiago
DND Private Investments
2019 - 2020 • 1 year
Santiago
Studies
2012 - 2019 • 7 years
Herzliya
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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