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Edin Cuskovic

CFA
MAXIMUM ADVISORY
HUNTERSVILLE, NC
·CRD# 6002607·14 years experience

Professional Summary

Edin Cuskovic, CFA is a registered financial advisor currently at MAXIMUM ADVISORY located in Huntersville, North Carolina. Edin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edin has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFA
Chartered Financial Analyst

Years of Experience

14 years in the financial services industry

Current & Past Employments

Current

MAXIMUM ADVISORYCurrent·CRD# 284983
RIA
Huntersville, NC
November 2, 2016 - Present

Past

WEALTHSPIRE ADVISORSPast·CRD# 106259
RIA
Midlothian, VA
February 3, 2012 - July 13, 2016

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Current Firm

MA
MAXIMUM ADVISORY

MAXIMUM ADVISORY | MAXIMUM ADVISORY LLC | MAXIMUM ADVISORY INC

CRD#: 284983
North Carolina
Registered Investment Advisory firm - North Carolina (11/2/2016 Approved)
Virginia
Registered Investment Advisory firm - Virginia (11/2/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Huntersville, NC

Phone Number

(704) 266-3738

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

14

AUM (Assets Under Management)

$2,681,217

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Edin Cuskovic as of May 2017 owns Maximum Accounting and Tax Services LLC, a North Carolina registered LLC that provides accounting and tax services. The business is not investment related and resides at 1850 E. 3rd St., Suite 140, Charlotte, NC 28204. Edin is the President of Maximum Accounting and Tax Services LLC. Edin manages the day-to-day operations of the business and spends approximately 40 hours per week, during securities trading hours, related to this business. Edin Cuskovic owns rental property through Pretium Holdings, LLC, a Virginia registered LLC. The business is not investment-related and resides at 1300 Westridge Road, Henrico, VA 23229. Edin Cuskovic is the sole proprietor of Pretium Holdings, LLC and spends approximately 5 hours per month outside trading hours managing the books of the business.

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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.
IAR
North Carolina
(11/2/2016)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2012About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Edin Cuskovic's CRS (Customer Relationship Summary).

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