Thomas Tuskey

Employer firm

Northstar Financial Companies, Inc. CRD 119396

$519M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2014 → 05/2018
  Rutgers University Business School
  New Brunswick, NJ
• 05/2017 → 02/2018
  Northwestern Mutual
  Princeton, NJ
• 05/2018 → 11/2018
  Rasoi Iii
  South Brunswick, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-08