Thomas
Cusick
The Kelly Group
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About this Advisor
Thomas Cusick is a certified financial planner who works out of Bel Air, Maryland who has 2 years of relevant experience. Cusick is currently employed by The Kelly Group. Their career trajectory has included roles at University Of Delaware, Citigroup, Curt Scully Realty Company, Axa Advisors LLC, Cambridge Investment Research, Inc, The Kelly Group and Cambridge Investment Research Advisors, Inc. Cusick has a Series 63 license, qualifying them as a securities agent, and is able to advise clients in California, Delaware, Maryland, North Carolina, Ohio, Pennsylvania and Virginia. The Kelly Group is a business based in Bel Air, MD. The investment advisory business has offices in two locations and a total of 21 employees. It controls $682 million in total assets between its 1,028 client accounts, placing it among the larger firms in the United States by assets under management. The firm advises six charities and foundations. Of its 1,028 client accounts, 18% are held by high-net-worth individuals who have at least $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, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services are provided. Fees charged by The Kelly Group can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Kelly Group Brokerage Details
$682,137,668
21
1,028
$663,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Thomas Cusick Work History
Thomas has been registered as a financial advisor for 2 years.*
The Kelly Group
The Kelly Group
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
The Kelly Group
Citigroup
Axa Advisors LLC
Citigroup
University Of Delaware
Curt Scully Realty Company
*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 Thomas Cusick 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 The Kelly Group
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Blacksburg, VA
Bel Air, MD
Bel Air, MD
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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.