TM
Thomas J. Muscato
J. W. COLE ADVISORS
Pittsford, NY 14534
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CRD#: 5903796
TM
Professional summary
Thomas J Muscato, who also goes by T.j. Muscato, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Pittsford, New York and J.W. COLE FINANCIAL, INC. located in Pittsford, New York.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Thomas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
T.j. Muscato
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) T. James Muscato Inc.; Personal Tax Management; Not investment Related; 583 Plank Rd, Webster, NY 14580; President; Record Keeping; 7/1/2000, 0 hours. (2) Montage Wealth Management; Wealth Management; Not investment Related; 179 Sullys Trail, Pittsford, NY 14534; Wealth Advisor; Start 9/16/25; 160 hours/month. (3) Fixed Insurance; Insurance Sales; Investment Related; 179 Sullys Trail, Pittsford, NY 14534; L&H Broker/Agent; Start 9/16/25; 0 hours.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas J Muscato's 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®
NoneExperience
Current
November 6, 2025 - Present
J. W. COLE ADVISORS, INC.
Office #1: 179 Sully's Trail. Suite 302, Pittsford, NY 14534RIA
CRD#: 112294
Pittsford, NY
Current
November 6, 2025 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 179 Sully's Trail Ste 302, Pittsford, NY 14534BD
CRD#: 124583
Pittsford, NY
Past
September 6, 2016 - November 6, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PITTSFORD, NY
Past
September 6, 2016 - November 6, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PITTSFORD, NY
Past
June 23, 2011 - August 5, 2016
EDWARD JONES
RIA
CRD#: 250
ROCHESTER, NY
Past
May 13, 2011 - August 5, 2016
EDWARD JONES
BD
CRD#: 250
ROCHESTER, NY
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.RR
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
RR
Arizona(11/6/2025)
RR
California(11/6/2025)
RR
Connecticut(11/6/2025)
RR
Florida(11/6/2025)
RR
Georgia(11/6/2025)
RR
Hawaii(11/6/2025)
RR
Kentucky(11/6/2025)
RR
Nevada(11/6/2025)
IAR
New York(11/6/2025)
RR
New York(11/6/2025)
RR
Ohio(11/6/2025)
RR
Oregon(11/6/2025)
RR
Pennsylvania(11/6/2025)
RR
South Carolina(11/6/2025)
RR
Texas(11/6/2025)
RR
Virginia(11/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Pittsford, NY 14534TRUST BUT VERIFY
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