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JH

Jatia Huey

DAHRING | CUSMANO AND ASSOCIATES
Novi, MI 48375
Some features on this profile are disabled
CRD#: 7640935
JH

Professional summary

Jatia Huey, who also goes by Jatia S Russell, is a registered financial advisor currently at DAHRING | CUSMANO AND ASSOCIATES located in Novi, Michigan.

Jatia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jatia has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jatia S Russell

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 Jatia Huey'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

July 8, 2025 - Present

DAHRING | CUSMANO AND ASSOCIATES

Office #1: 26200 Town Center Dr. Suite 100, Novi, MI 48375
RIA
CRD#: 301236
Novi, MI

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".
D|
DAHRING | CUSMANO AND ASSOCIATES
DAHRING | CUSMANO | DCA401(K) | DAHRING | CUSMANO LLC | DAHRING | CUSMANO INVESTMENT PROFESSIONALS | DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA
Registered Investment Advisory firm - (8/26/2019 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
Michigan
(7/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/2025
Uniform Investment Adviser Law Examination

Current Firm

D|
DAHRING | CUSMANO AND ASSOCIATES
DAHRING | CUSMANO | DCA401(K) | DAHRING | CUSMANO LLC | DAHRING | CUSMANO INVESTMENT PROFESSIONALS | DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236 / SEC#: 801-117222

RIA
Registered Investment Advisory firm - (8/26/2019 Approved)
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Contact information

Main Address
26200 Town Center Dr. Suite 100, Novi, MI 48375
Mailing Address
Phone number
(248) 348-0100
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAHRING | CUSMANO ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,737
AUM (Assets Under Management)$ 707,083,065

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

DAHRING | CUSMANO AND ASSOCIATES

CRD#: 301236Novi, MI 48375

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