James P. Tusoch
STRATEGIC ADVISERS LLC | Financial Consultant
BAY VILLAGE, OH
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CRD#: 6106937
Professional summary
James P. Tusoch, who also goes by James P Tusoch, James Patrick Tusoch, James Tusoch, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bay Village, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Ohio.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. James has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
As a Financial Consultant, It's important that I earn the trust of people I work with. Together we map out the times and events that are of most importance to you. We discover goals together and continue to plan as life changes. When you work with me you get a partner and confidant that listens, clarifies and educates you on ways to work toward your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James P Tusoch | James Patrick Tusoch | James Tusoch
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.
OBA-123628|OrgNmn:SMOKESHOW CUSTOMS LIMITED |Org Addr:Cleveland,Ohio,US|OBA Nature:Its a non used LLC. I am keepi|Invst Rel:N|Title:Owner of LLC|Duties:Non, I am the owner of paper LLC. This is not operating |StrtDt:09-25-25|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-66584|OrgNmn:Cleveland Platform Tennis Foundation|Org Addr:Lakewood,Ohio,US|OBA Nature:Raquet sport |Invst Rel:N|Title:Board member|Duties:Voulenterring and teaching the game, |StrtDt:02-01-18|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view James P. Tusoch'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®
NoneEducation
Ursuline College
Bachelor of Business Administration - Business Management
2012
Lakeland Community College
Associate of Applied Business - Marketing
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1800 Crocker Road, Westlake, OH 44145RIA
CRD#: 104555
BAY VILLAGE, OH
Current
June 29, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1800 Crocker Road, Westlake, OH 44145BD
CRD#: 7784
Westlake, OH
Past
July 2, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, OH
Past
January 19, 2017 - June 3, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHAGRIN FALLS, OH
Past
December 6, 2016 - June 3, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHAGRIN FALLS, OH
Past
May 23, 2014 - November 2, 2016
FINANCIAL AMERICA SECURITIES, INC.
BD
CRD#: 5100
CLEVELAND, OH
Past
October 1, 2012 - February 25, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PEPPER PIKE, OH
Past
September 18, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PEPPER PIKE, OH
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Alabama(11/19/2024)
RR
Arizona(2/12/2021)
RR
California(10/9/2020)
RR
Connecticut(10/21/2025)
RR
Delaware(8/7/2025)
RR
District of Columbia(4/9/2021)
RR
Florida(9/17/2020)
RR
Georgia(9/29/2021)
RR
Hawaii(10/21/2025)
RR
Illinois(10/9/2020)
RR
Indiana(10/19/2023)
RR
Kentucky(4/8/2025)
RR
Maine(9/9/2022)
RR
Maryland(4/8/2025)
RR
Massachusetts(10/25/2022)
RR
Michigan(6/29/2020)
RR
Nevada(2/12/2021)
RR
New Jersey(4/9/2021)
RR
New York(5/3/2024)
RR
North Carolina(2/12/2021)
RR
Ohio(6/29/2020)
IAR
Ohio(3/31/2025)
RR
Oklahoma(11/19/2024)
RR
Oregon(4/8/2025)
RR
Pennsylvania(6/29/2020)
RR
South Carolina(4/8/2025)
RR
Tennessee(11/19/2024)
RR
Texas(10/9/2020)
IAR
Texas(3/31/2025)
RR
Vermont(4/8/2025)
RR
Virginia(4/9/2021)
RR
Washington(11/19/2024)
RR
West Virginia(6/29/2020)
RR
Wisconsin(5/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Bay Village, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
