Edward A. Tomasko

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES

Bethel, CT 06801

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CRD#: 1656278

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 FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC. located in Bethel, Connecticut and 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.

1) FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC., NOT INVESTMENT RELATED, BETHEL CONNECTICUT, TAX PREPARATION, TAX PREPARER, FULL TIME DURING FEB-APRIL OF EACH FILING YEAR, PREPARE TAXES. 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INVESTMENT RELATED, BETHEL, CONNECTICUT, FIXED INSURANCE SALES, INSURANCE AGENT, 1 HOUR OR LESS PER MONTH DEVOTED, 1 HOUR OR LESS PER MONTH DEVOTED DURING SECURITIES TRADING, NON-VARIABLE/FIXED INSURANCE SALES. 3) ELEMENT SUNLIGHT PROPERTIES, LTD., NOT INVESTMENT RELATED, 84 SHERWOOD PL #2 GREENWICH, CT 06830, ARCHITECT DESIGN SERVICES WORKING WITH BUILDERS AND DEVELOPERS, NON-MAJORITY PARTNER, CFO & PASSIVE INVESTOR, 5 HOURS PER MONTH DEVOTED, 1 HOUR OR LESS DURING SECURITIES TRADING HOURS, PASSIVE INVESTMENT

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

January 3, 2019 - Present

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

Office #1: 8 School Street Ste 11, Bethel, CT 06801

RIA

CRD#: 113526

Bethel, CT

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

July 27, 2009 - January 13, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

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

CRD#: 4806

HAMDEN, CT

Past

January 4, 1991 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

April 13, 1988 - December 31, 1990

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

February 12, 1988 - April 13, 1988

FAHNESTOCK INTERNATIONAL INC.

CRD#: 279

Past

April 29, 1987 - February 17, 1988

MOSELEY SECURITIES CORPORATION

CRD#: 7908

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
(1/9/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/7/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

Current Firm

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 120-Day Approval)

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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

SEC notice filing (4 States and Territories)

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 Accounts	290
AUM (Assets Under Management)	$ 134,490,000

Red Flags

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

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Edward A. Tomasko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INNOVATIVE ASSET ADVISORS GROUP

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

MUTUAL SERVICE CORPORATION

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

OPPENHEIMER & CO. INC.

FAHNESTOCK INTERNATIONAL INC.

MOSELEY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 5/7/1987

Series 7

Date: 4/25/1987

Current Firm

INNOVATIVE ASSET ADVISORS GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INNOVATIVE ASSET ADVISORS GROUP

TRUST BUT VERIFY

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