Thomas Joseph Cusick
Investment adviser representative at The Kelly Group
4 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- The Kelly GroupJan 2017 to now
- Cambridge Investment Research Advisors, Inc.Aug 2020 to Nov 2020
- Cambridge Investment Research, Inc.Jan 2017 to Nov 2020
- AXA Advisors LLCJun 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 8 states (CA, DE, MD, NC, OH, PA, TX, VA).
The Kelly Group
Legal name: Kelly Financial Group, LLC
$1.1BAssets managed
1,113Clients
16Advisers
6 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
- 6670047
- Firm CRD
- 310140