Thomas Patrick Cudahy

Employer firm

Invst, LLC CRD 282863

$1.57B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 01/2019
  New York Life Insurance Co
  Carmel, IN
• 10/2013 → 01/2019
  Nylife Securities Llc
  Carmel, IN
• 01/2019 → Present
  Invst, Llc
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-20
• S63 Uniform Securities Agent State Law Examination
  2013-11-19

Designations

• Certified Financial Planner

Other Names

• Tom Cudahy