FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.
CRD #113526 SEC #801-132837 BETHEL, CT 203-798-9873
SEC Registered
Total AUM
$103.9M
Discretionary
$103.9M
Employees
5
Clients
0
Accounts
478
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | |
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | |
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | Control |
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | |
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | Control |
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | Control |
| TOMASKO, EDWARD, ANDREW | I | OWNER/CEO | D | Control |
| MEZZA, MARTINO | I | OWNER/ CCO | C | |
| MEZZA, MARTINO | I | OWNER/ CCO | C | |
| MEZZA, MARTINO | I | OWNER/ CCO | C | Control |
| MEZZA, MARTINO | I | OWNER/ CCO | C | |
| MEZZA, MARTINO | I | OWNER/ CCO | C | Control |
| MEZZA, MARTINO | I | OWNER/ CCO | C | Control |
| MEZZA, MARTINO | I | OWNER/ CCO | C | Control |
Registrations
Federal
IA
Aug 5, 2025 REGISTERED
Notice Filings (1)
CT
Address
8 SCHOOL STREETSTE 11
BETHEL, CT 06801
United States
Phone: 203-798-9873