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HK

Harry Kuskin

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CRD#: 7530981
HK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harry Kuskin was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 2022. Harry had worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
Passive real estate broker, I keep my license active but I don't really solicit business or anything it's really for personal use. I also am a limited partner in a domestic partnership and will be opening another one shortly. Also am a minority shareholder of a privately held S corp.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 18, 2022 - May 23, 2023

MODERN INVESTING LLC

RIA
CRD#: 320842
Longmont, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/3/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/4/2022
Securities Industry Essentials Examination

Current Firm


MI
MODERN INVESTING LLC
MODERN INVESTING LLC

CRD#: 320842 / SEC#:

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Contact information


Main Address
Longmont, CO
Mailing Address
Phone number
(303) 834-8156
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 111,176

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


MODERN INVESTING LLC

CRD#: 320842

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