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James P. Tusoch

Strategic Advisers LLC

Westlake, OH

Bay Village, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1800 Crocker Road, Westlake, OH 44145-6958 • United States

Bay Village, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Wealth Mgmnt Beachwood OH 03/2013 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 11/2016 06/2020
Crossroads Property Management Richfield OH 11/2015 11/2016
Bank Of America, N.A. Chagrin Falls OH 03/2017 06/2020
Fidelity Investments Westlake OH 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → 11/2016
    Cornerstone Wealth Mgmnt
    Beachwood, OH
  • 11/2016 → 06/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chagrin Falls, OH
  • 11/2015 → 11/2016
    Crossroads Property Management
    Richfield, OH
  • 03/2017 → 06/2020
    Bank Of America, N.A.
    Chagrin Falls, OH
  • 06/2020 → Present
    Fidelity Investments
    Westlake, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-123628|OrgNmn:SMOKESHOW CUSTOMS LIMITED |Org Addr:Cleveland,Ohio,US|OBA Nature:Its a non used LLC. I am keepi|Invst Rel:N|Title:Owner of LLC|Duties:Non, I am the owner of paper LLC. This is not operating |StrtDt:09-25-25|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-18
  • S66 Uniform Combined State Law Examination
    2017-01-18
Other Names
  • James Tusoch
  • James P Tusoch
  • James Patrick Tusoch

View on SEC IAPD

Other Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
COLETTA CAPITAL, LLC
ATHLETES FINANCIAL ADVISERS, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

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