Investmark Advisory Group LLC

Overview

Investmark Advisory Group LLC is an SEC registered investment adviser based in Shelton, CT, registered since 2012. It reports $93M in assets under management across 2,048 accounts, with 10 employees. It has 7 investment adviser representatives.

Reported AUM

$93M

Discretionary

100%

Accounts

2,048

Average account

$454K

Employees

10

Advisory reps

7

Registered since

2012

Jurisdictions

16

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Michael Christopher Kusick President CRD 2491494
• Scott K Williams Chief Compliance Officer CRD 5125568
• Jay Marc Diamond Member CRD 1293312

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Jason Thomas Arena Investment Adviser Rep CRD 4968383
• Nicholas T Christie Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4285089
• Jay M Diamond Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1293312

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3 Enterprise Dr Fl Fourth
Shelton, CT 06484

County

Naugatuck Vly

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: investmark.net

Every state, with registration dates

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