AdvisorOS Directory
Claim Profile
Unclaimed Profile
TC

Thomas Joseph Cusick

KELLY FINANCIAL GROUP, LLC·BEL AIR, Maryland
SIE, Series 7, Series 63CFPClean record6 years registeredKELLY FINANCIAL GROUP, LLC
48 EAST GORDON STREET, BEL AIR, MD 21014CRD# 6670047Firm CRD# 310140

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Joseph Cusick · BEL AIR, MD
Registration
CRD #6670047 · KELLY FINANCIAL GROUP, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

THE KELLY GROUP
Jan 2021 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Aug 2020 – Nov 2020
Bel Air, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · August 5, 2020
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
CRD 310140 · SEC 801-119450
AUM
$811M
Regulatory assets under management
Employees
20
2,737 client accounts
Services offered by KELLY FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KELLY FINANCIAL GROUP, LLC →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEL AIR?

Browse all registered financial advisors in BEL AIR, Maryland or claim this profile if it's yours.

Browse BEL AIR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Joseph Cusick offer?
Thomas Joseph Cusick specializes in Financial Planning, Investment Management. Contact their office in BEL AIR, Maryland for a consultation.
What are Thomas Joseph Cusick's credentials?
Thomas Joseph Cusick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Joseph Cusick located?
Thomas Joseph Cusick is based in BEL AIR, Maryland, working with KELLY FINANCIAL GROUP, LLC. Their office serves clients in the BEL AIR metropolitan area and surrounding communities.
How does Thomas Joseph Cusick charge for services?
Thomas Joseph Cusick'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 KELLY FINANCIAL GROUP, LLC?
KELLY FINANCIAL GROUP, LLC has approximately 20 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KELLY FINANCIAL GROUP, LLC

Bryan Elliott Kelly
BEL AIR, MD
CFP
Chad Thomas Arrington
BEL AIR, MD
CFP
Charles Robert Wolpoff
BEL AIR, MD
CFP

More Advisors in BEL AIR, Maryland

Carol A Novak
NOVAK FINANCIAL PLANNING LLC·BEL AIR, MD
CFP
Daniel Joseph Novak
NOVAK FINANCIAL PLANNING LLC·BEL AIR, MD
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile