Unclaimed Profile

Joseph Anthony Tatusko

WESTPORT RESOURCES MANAGEMENT INC·WESTPORT, Connecticut

SIE, Series 7, Series 63, Series 86, Series 87CFP CFAClean record23 years registeredWESTPORT RESOURCES MANAGEMENT INC

55 GREENS FARMS ROAD, WESTPORT, CT 06880CRD# 4663135Firm CRD# 105306

Profile Verification

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

Identity

Joseph Anthony Tatusko · WESTPORT, CT

Registration

CRD #4663135 · WESTPORT RESOURCES MANAGEMENT INC · 23 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

May 2026 – present

CFO CAPITAL MANAGEMENT, LLC

Nov 2018 – May 2026

FAIRFIELD, CT

PRIVATE ADVISOR GROUP, LLC

Oct 2016 – Dec 2018

Westport, CT

WESTPORT RESOURCES MANAGEMENT INC

May 2003 – Oct 2016

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · May 19, 2003

Years registered · 23

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WESTPORT RESOURCES MANAGEMENT INC

CRD 105306 · SEC 801-29733

AUM

$578M

Regulatory assets under management

Employees

331 client accounts

Services offered by WESTPORT RESOURCES MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at WESTPORT RESOURCES MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Joseph Anthony Tatusko offer?

Joseph Anthony Tatusko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Joseph Anthony Tatusko's credentials?

Joseph Anthony Tatusko holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Anthony Tatusko located?

Joseph Anthony Tatusko is based in WESTPORT, Connecticut, working with WESTPORT RESOURCES MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Joseph Anthony Tatusko charge for services?

Joseph Anthony Tatusko's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTPORT RESOURCES MANAGEMENT INC?

WESTPORT RESOURCES MANAGEMENT INC has approximately 19 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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