Unclaimed Profile

Maria Kutscher

ALLOVEST ADVISORY SERVICES, LLC·HUNTINGTON BEACH, California

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63CFP CFA24 years registeredALLOVEST ADVISORY SERVICES, LLC

17111 BEACH BLVD., HUNTINGTON BEACH, CA 92647CRD# 1844674Firm CRD# 167412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Kutscher · HUNTINGTON BEACH, CA

Registration

CRD #1844674 · ALLOVEST ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLOVEST ADVISORY SERVICES, LLC

RBC CAPITAL MARKETS, LLC

Jun 2023 – Feb 2024

BEVERLY HILLS, CA

UBS FINANCIAL SERVICES INC.

Jan 2022 – Aug 2023

NEWPORT BEACH, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2016 – Jun 2019

NEWPORT BEACH, CA

ALLOVEST ADVISORY SERVICES, LLC

Oct 2013 – May 2015

HUNTINGTON BEACH, CA

AIM PRIVATE ASSET MANAGEMENT

Jul 2002 – Jul 2006

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 63

Registration record

First registered · July 31, 2002

Years registered · 24

Professional designations · CFP, CFA

Disclosure History

1984Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALLOVEST ADVISORY SERVICES, LLC

CRD 167412 · SEC 801-78559

AUM

$134M

Regulatory assets under management

Employees

1 client accounts

Services offered by ALLOVEST ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLOVEST ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Maria Kutscher offer?

Maria Kutscher specializes in Financial Planning, Investment Management, Wealth Management.

What are Maria Kutscher's credentials?

Maria Kutscher holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Maria Kutscher located?

Maria Kutscher is based in HUNTINGTON BEACH, California, last registered with ALLOVEST ADVISORY SERVICES, LLC.

How does Maria Kutscher charge for services?

Maria Kutscher's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLOVEST ADVISORY SERVICES, LLC?

ALLOVEST ADVISORY SERVICES, LLC has approximately 1 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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