MT
Marcus Tsukuda
STRATEGIA INVESTMENTS
Provo, UT
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CRD#: 7821054
MT
Professional summary
Marcus Tsukuda is a registered financial advisor currently at STRATEGIA INVESTMENTS, LLC located in Provo, Utah.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Marcus has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Expandable Navigation Technology is focused on exploring a unique data navigation technology covered by a patent. I've been with the company since its inception in 2019, serving as the co-founder and CEO. RootsView is a genealogy platform and operates as a product of Expandable Navigation Technology. On a weekly basis, I allocate around 3 to 5 hours to ensure the smooth running of the company. This involves activities such as holding partner meetings, keeping an eye on social media, and handling various operational tasks. Beyond this, I am also the owner of UrBrakes, LLC, a vehicle maintenance company. Currently, UrBrakes, LLC is not operational, and I have plans for its dissolution by 2024.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Tsukuda'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®
NoneExperience
Current
March 26, 2024 - Present
STRATEGIA INVESTMENTS, LLC
RIA
CRD#: 328696
Provo, UT
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
Utah(3/26/2024)
Current Firm
SI
STRATEGIA INVESTMENTS, LLC
STRATEGIA INVESTMENTS | STRATEGIA INVESTMENTS, LLC | STRATEGIA INVESTMENTS LLC
CRD#: 328696 / SEC#:
Utah
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Contact information
Main Address
473 East 1600 South, Orem, UT 84058
Mailing Address
Phone number
(801) 494-3742
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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