Ae Wealth Management, LLC
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
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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.
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Ea Buck , Inc
Sammons Securities Co., LLC
Scott Tusa has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Cranberry Township, PA