Scott
Tusa

Ae Wealth Management, LLC

CRD#5653355
Investment Advisor
in Kahului, HI

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About this Advisor

Scott Tusa is a financial advisor based in Kahului, Hawaii, who has been in the advisory business for 11 years. Tusa works at Ae Wealth Management, LLC. Their career trajectory has included roles at H.Beck, Inc, Ea Buck, Inc, Sammons Securities Co., LLC, Spc, Parkland Securities, Madison Avenue Securities, LLC and Ae Wealth Management, LLC. Tusa has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Hawaii and Texas. Ae Wealth Management, LLC is a registered investment business headquartered in Kahului, Hawaii. The investment advisory business has offices in 323 locations and a total of 475 employees. It handles $9 billion in assets across its 74,292 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 74,292 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on which services are offered. However, fees billed by Ae Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

33 Lono Avenue Suite 310
Kahului, HI 96732

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

HI Average: $2,243,162,756
Total Number of Employees

475

HI Average: 44
Total Number of Accounts

74,292

HI Average: 4,091
Average Account Size

$115,541

HI Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Scott Tusa Work History

Scott has 11 years of experience.

2019 - Present (2 years)

Madison Avenue Securities, LLC

2019 - Present (2 years)

Ae Wealth Management, LLC

2009 - Present (12 years)

Ea Buck , Inc

2014 - 2019 (5 years)

Parkland Securities

2011 - 2011 (< 1 year)

H.Beck, Inc

2011 - 2014 (3 years)

Sammons Securities Co., LLC

2011 - 2019 (8 years)

Spc

Disclosures

Scott Tusa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Nichole Boyd
Loveland, CO
Kevin Thornton
Topeka, KS
Brent Capehart
Alpharetta, GA
Michael Battaglia
Evansville, IN
Thomas Tayton
Chicago, IL
Susan Hickey
Cranberry Township, PA
Tyler Zavala
Peoria, AZ
Samuel Dixon
Kissimmee, FL

This content was compiled from the SEC and FINRA.

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