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Michael Christopher Kusick

INVESTMARK ADVISORY GROUP LLC·SHELTON, Connecticut
INVESTMARK 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
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Christopher Kusick is a registered financial advisor based in SHELTON, Connecticut, affiliated with INVESTMARK ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INVESTMARK ADVISORY GROUP LLC
INVESTMARK ADVISORY GROUP LLC
AUM
$712M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2491494
Firm CRD# 121060
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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