Efficient Capital Strategies, LLC

Efficient Capital Strategies, LLC (CRD# 283922) is a financial advisory firm headquartered in Providence, RI. They manage $4,865,501 in 12 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $405,458
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY, RI

Financial Advisors at Efficient Capital Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan D. Kuczmarski
CRD#: 4555863
400 Westminster Street, Suite 201, Providence, RI 02903
93
Wealthminder
score

Jonathan Kuczmarski (CRD# 4555863) is an Investment Advisor Representative working at Efficient Capital Strategies, LLC in Providence, RI and has over 12 years of experience in the finance industry.

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