UBS Financial Services
43yrs
Top advisor by experience in Rocky River
4yrs
Michael Cusick
Financial advisor at Citizens Securities
Based in Rocky River, Ohio, Michael Cusick is a fiduciary financial advisor with 4 years of industry experience. Michael has been with Citizens Securities since 2025; before that, Michael spent two years at Northwestern Mutual Investment Services and less than a year at Pruco Securities. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 71 advisors with offices in Rocky River, and one of 62 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?2 states
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowCitizens Securities, Inc.Current firm
- May 2023 – Feb 2025Northwestern Mutual Investment Services, LLCPreviously
- Oct 2022 – Feb 2023Pruco Securities, Llc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Citizens Securities at 1-800-942-8300 and ask for Michael Cusick. Michael works from the Rocky River, OH office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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