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Michael Christopher Kusick

INVESTMARK ADVISORY GROUP LLC·SHELTON, Connecticut
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record25 years registeredINVESTMARK ADVISORY GROUP LLC
3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 2491494Firm CRD# 121060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Christopher Kusick · SHELTON, CT
Registration
CRD #2491494 · INVESTMARK ADVISORY GROUP LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

Mar 2001present
Oct 2000present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · October 31, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMARK ADVISORY GROUP LLC
CRD 121060 · SEC 801-76505
AUM
$712M
Regulatory assets under management
Employees
10
1,788 client accounts
Services offered by INVESTMARK ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Michael Christopher Kusick offer?
Michael Christopher Kusick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Michael Christopher Kusick's credentials?
Michael Christopher Kusick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Christopher Kusick located?
Michael Christopher Kusick is based in SHELTON, Connecticut, working with INVESTMARK ADVISORY GROUP LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Michael Christopher Kusick charge for services?
Michael Christopher Kusick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMARK ADVISORY GROUP LLC?
INVESTMARK ADVISORY GROUP LLC has approximately 10 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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