Angela S. Cusmano

DAHRING | CUSMANO AND ASSOCIATES

Novi, MI 48375

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CRD#: 3222241

Professional summary

Angela Suzanne Cusmano, AIF®, who also goes by Angela Petrasek, Angela Suzanne Zewe, is a registered financial advisor currently at DAHRING | CUSMANO AND ASSOCIATES located in Novi, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Angela has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Petrasek | Angela Suzanne Zewe

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) DAHRING | CUSMANO AND ASSOCIATES. INVESTMENT RELATED. 39500 Orchard Hill Pl, Ste. 150, Novi MI 48375, United States. Insurance--Fixed Annuities; Owner. 01/01/2003. 0. 20. Provide insurance to my clients 2) DAHRING | CUSMANO AND ASSOCIATES. INVESTMENT RELATED. 26200 TOWN CENTER DRIVE, NOVI MI 48375, UNITED STATES. Investment advisory services. MANAGING PARTER. 02/22/2011. 160. 130. Offer securities and investment advisory services 3) DAHRING | CUSMANO AND ASSOCIATES. Investment related. 26200 TOWN CENTER DRIVE, NOVI MI 48375, UNITED STATES. Owner. Independent Registered Investment Advisory. 1/2/2003. 1. 1. Operating LLC / Support company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Suzanne Cusmano'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 4, 2019 - Present

DAHRING | CUSMANO AND ASSOCIATES

Office #1: 26200 Town Center Dr. Suite 100, Novi, MI 48375

RIA

CRD#: 301236

Novi, MI

Current

March 31, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 26200 Town Center Dr. Suite 100, Novi, MI 48375

CRD#: 35747

ALBANY, NY

Past

September 27, 2010 - March 31, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

NOVI, MI

Past

January 6, 2003 - March 31, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

NOVI, MI

Past

August 1, 2000 - January 17, 2003

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

May 19, 1999 - August 4, 2000

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

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".

DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA

Registered Investment Advisory firm - (8/26/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/31/2025)

Colorado
(3/31/2025)

Illinois
(3/31/2025)

Indiana
(3/31/2025)

Kentucky
(3/31/2025)

IAR

Michigan
(9/4/2019)

Michigan
(3/31/2025)

New Jersey
(3/31/2025)

Tennessee
(5/16/2025)

IAR

Texas
(2/5/2025)

Virginia
(3/31/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/13/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 9/9/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/20/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA

Registered Investment Advisory firm - (8/26/2019 Approved)

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Contact information

Main Address

26200 Town Center Dr. Suite 100, Novi, MI 48375

Mailing Address

Phone number

(248) 348-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAHRING | CUSMANO ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,737
AUM (Assets Under Management)	$ 707,083,065

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.

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Advisor Monitoring

Firm Stability Insights

Angela S. Cusmano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Suzanne Cusmano's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

DAHRING | CUSMANO AND ASSOCIATES

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2010

Series 63

Date: 5/8/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/13/1999

Series 51

Date: 9/9/2004

Series 24

Date: 10/20/2003

FINRA

Current Firm

DAHRING | CUSMANO AND ASSOCIATES

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAHRING | CUSMANO AND ASSOCIATES

TRUST BUT VERIFY

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