Joseph Tatusko (CRD# 4663135) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Fairfield, CT and has over 20 years of experience in the finance industry. Joseph Tatusko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cruice Investment Advisors, Ltd. | Westport, CT | Nov 2018 - Current | 5 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Oct 2018 - Feb 2021 | 2 |
| Lpl Financial LLC | Westport, CT | Oct 2016 - Oct 2018 | 2 |
| Private Advisor Group, LLC | Westport, CT | Oct 2016 - Oct 2018 | 2 |
| Westport Resources Investment Services, Inc. | Westport, CT | May 2003 - Oct 2016 | 13 |
| Westport Resources Management | Westport, CT | May 2003 - Oct 2016 | 13 |
| Atlantic Financial Research | New Canaan, CT | Jan 2002 - Oct 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
- CT
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$362,527
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, KS
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.