Robert Cusick (CRD# 1702425) is an Investment Advisor Representative working at Aviso Wealth Management in Bradenton, FL and has over 36 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aviso Wealth Management | Seattle, WA | Jul 2021 - Current | 2 |
| Cetera Advisors LLC | Bradenton, FL | Sep 2022 - Oct 2023 | 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Oct 2023 | 2 |
| Rlr Holdings LLC | Cortlandt Manor, NY | Jul 2017 - Dec 2022 | 5 |
| First Allied Securities, Inc. | San Diego, CA | Mar 2020 - Sep 2022 | 2 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Dec 2021 | 8 |
| Investment Insight Ltd. | Bradenton, FL | Jul 1994 - Dec 2021 | 27 |
| First Allied Advisory Services, Inc. | San Diego, CA | Mar 2020 - Nov 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
- FL
- NY
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Total Assets Under Management402MILLIONS
-
Total Number of Accounts1,656ACCOUNTS
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Average Account Value$242,578
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, SC, TX, VA, WA
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