Patricia Kuhar, financial advisor Mentor OH
93 score

Patricia Kuhar

CRD Number: 4489004
Current Firm: Tw Advisors

Patricia Kuhar (CRD# 4489004) is an Investment Advisor Representative working at Tw Advisors in Mentor, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Tw Advisors Centerville, OH Nov 2013 - Current 2
Key Bank Na Cleveland, OH Aug 1983 - Oct 2013 30
Key Investment Services LLC Cleveland, OH Jan 2009 - Nov 2009 < 1
Mcdonald Investments Inc. Pepper Pike, OH Nov 2001 - Feb 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Patricia A. Kuhar
Phone Number: 937-428-9700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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