Joseph
Tatusko

Cruice Financial Organization Or Cfo Capital Management

CRD#4663135
Investment Advisor
in Westport, CT

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About this Advisor

Joseph Tatusko is a certified financial planner and chartered financial analyst who works out of Westport, Connecticut with 5 years of industry experience. Tatusko is an employee of Cruice Financial Organization Or Cfo Capital Management. Throughout their career, Tatusko has worked at Westport Resources Investment Services, Inc, Westport Resources Management, Lpl Financial LLC, Atlantic Financial Research, Private Advisor Group, LLC, United Planners' Financial Services Of America A Limited Partner and Cruice Investment Advisors, LTD. Tatusko has a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in Connecticut. Cruice Financial Organization Or Cfo Capital Management is a financial advisory firm that has its headquarters in Westport, CT. The company has offices in four locations and a total of six advisors. It controls $170 million in assets under management among its 539 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 539 client accounts, 21% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types charged by Cruice Financial Organization Or Cfo Capital Management likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19 Ludlow Road Ste. 301
Westport, CT 06880

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Cruice Financial Organization Or Cfo Capital Management Brokerage Details

Total Assets Under Management

$170,252,630

CT Average: $5,297,377,271
Total Number of Employees

6

CT Average: 35
Total Number of Accounts

539

CT Average: 690
Average Account Size

$315,868

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joseph Tatusko Work History

Joseph has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cruice Investment Advisors, LTD

2018 - 2021 (3 years)

United Planners' Financial Services Of America A Limited Partner

2016 - 2018 (2 years)

Lpl Financial LLC

2016 - 2018 (2 years)

Private Advisor Group, LLC

2003 - 2016 (13 years)

Westport Resources Investment Services, Inc

2003 - 2016 (13 years)

Westport Resources Management

2002 - 2016 (14 years)

Atlantic Financial Research

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Tatusko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cruice Financial Organization Or Cfo Capital Management

George Daimler
Mission, KS
Timothy Tymniak
Westport, CT
David Peters
Richmond, VA
Joseph Tatusko
Westport, CT
James Cruice
Westport, CT
William Webster Jr.
Old Saybrook, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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