Kenneth A. Cusick

TEXAS FAMILY WEALTH

Friendswood, TX 77546

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CRD#: 6801194

Professional summary

Kenneth Albert Cusick JR, who also goes by Kenneth Cusick, is a registered financial advisor currently at TEXAS FAMILY WEALTH, LLC located in Friendswood, Texas.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kenneth has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kenneth Cusick

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Albert Cusick 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®

None

Experience

Current

February 7, 2025 - Present

TEXAS FAMILY WEALTH, LLC

Office #1: 161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546

RIA

CRD#: 327332

Friendswood, TX

Past

July 6, 2021 - January 8, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

May 24, 2018 - December 26, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CORPUS CHRISTI, TX

Past

April 4, 2018 - December 26, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CORPUS CHRISTI, TX

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".

TEXAS FAMILY WEALTH, LLC

SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA

Registered Investment Advisory firm - (8/18/2023 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.

Highlighted states indicate IAR registrations

IAR

Texas
(2/7/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/6/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/23/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2018

General Securities Representative Examination

Current Firm

TEXAS FAMILY WEALTH, LLC

SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA

Registered Investment Advisory firm - (8/18/2023 Approved)

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Contact information

Main Address

161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546

Mailing Address

Phone number

(281) 482-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEXAS FAMILY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	975
AUM (Assets Under Management)	$ 228,789,532

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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Kenneth A. Cusick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Albert Cusick JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TEXAS FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/6/2021

Series 66

Date: 5/23/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2018

Current Firm

TEXAS FAMILY WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEXAS FAMILY WEALTH, LLC

TRUST BUT VERIFY

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