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ET

Edward A. Tomasko

INNOVATIVE ASSET ADVISORS GROUP
SHELTON, CT 06484
Some features on this profile are disabled
CRD#: 1656278
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Professional summary

Edward Andrew Tomasko JR, CFP®, who also goes by Ed Tomasko, Eddie Tomasko, Edward Andrew Tomasko, is a registered financial advisor currently at INNOVATIVE ASSET ADVISORS GROUP located in Shelton, Connecticut.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Edward has worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ed Tomasko | Eddie Tomasko | Edward Andrew Tomasko

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Andrew Tomasko JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1990

Experience

Current

November 13, 2025 - Present

INNOVATIVE ASSET ADVISORS GROUP

Office #1: 1 Enterprise Drive, Suite 425, Shelton, CT 06484
RIA
CRD#: 336773
SHELTON, CT
Past

January 3, 2019 - December 22, 2025

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

RIA
CRD#: 113526
SHELTON, CT
Past

July 27, 2009 - January 13, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
BETHEL, CT
Past

February 5, 2002 - December 31, 2003

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

RIA
CRD#: 113526
BETHEL, CT
Past

February 5, 2002 - July 28, 2009

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
HAMDEN, CT
Past

February 5, 2002 - July 6, 2015

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

RIA
CRD#: 113526
BETHEL, CT
Past

March 31, 1999 - July 28, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
HAMDEN, CT
Past

January 4, 1991 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

April 13, 1988 - December 31, 1990

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 12, 1988 - April 13, 1988

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279
Past

April 29, 1987 - February 17, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INNOVATIVE ASSET ADVISORS GROUP
INNOVATIVE ASSET ADVISORS GROUP | INNOVATIVE ASSET ADVISORS GROUP, LLC

CRD#: 336773 / SEC#: 801-133714

RIA
Registered Investment Advisory firm - (6/24/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(11/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/7/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/1987
General Securities Representative Examination

Current Firm

IA
INNOVATIVE ASSET ADVISORS GROUP
INNOVATIVE ASSET ADVISORS GROUP | INNOVATIVE ASSET ADVISORS GROUP, LLC

CRD#: 336773 / SEC#: 801-133714

RIA
Registered Investment Advisory firm - (6/24/2025 Approved)
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Contact information

Main Address
1 Enterprise Drive, Suite 425, Shelton, CT 06484
Mailing Address
Phone number
(203) 444-3599
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (5/21/2025)

Regulatory assets under management

Total Number of Accounts290
AUM (Assets Under Management)$ 134,490,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INNOVATIVE ASSET ADVISORS GROUP

CRD#: 336773Shelton, CT 06484

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