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Scott Michael Tusa

Investment adviser representative at Buck Wealth Strategies, LLC
17 yearsExperience
2 statesRegistered in
$1.6BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Buck Wealth Strategies, LLCMar 2023 to now
  2. Madison Avenue Securities, LLCDec 2019 to now
  3. E.A. Buck Insurance dba E.A. Buck Financial ServicesFeb 2009 to now
  4. Ae Wealth Management, LLCDec 2019 to Jan 2023
  5. Parkland SecuritiesAug 2014 to Dec 2019
  6. SpcAug 2011 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (HI, TX).

Buck Wealth Strategies, LLC

$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5653355
Firm CRD
322138
Advisor's SEC record (opens in a new tab)
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