Jonathan Kuczmarski
Efficient Capital Strategies · Providence, Rhode Island
Jonathan Kuczmarski is a fee-only financial advisor at Efficient Capital Strategies in Providence, Rhode Island. Efficient Capital Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Efficient Capital Strategies |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.6M across 14 accounts |
| SEC registration | Investment adviser representative in MA, NY, RI · CRD 4555863 |
| Exams passed | Series 65 (2011) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ecsria.com |
| Profile |
How Jonathan's firm compares
- Efficient Capital Strategies's average account is about $829,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Jonathan
Is Jonathan Kuczmarski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Efficient Capital Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Efficient Capital Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Kuczmarski based?
Jonathan Kuczmarski is based in Providence, Rhode Island.
Is Jonathan Kuczmarski registered with the SEC?
Yes. Jonathan Kuczmarski is registered as an investment adviser representative in MA, NY and RI (CRD 4555863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Efficient Capital Strategies manage?
Efficient Capital Strategies reports $11.6M across 14 accounts in assets under management.
How do I contact Jonathan Kuczmarski?
Through Jonathan's website, www.ecsria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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