# FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC. of BETHEL, CT is an SEC-registered investment adviser.

## Registration

- CRD: 113526
- Type: SEC-registered investment adviser
- SEC file number: 801-132837
- Location: 8 SCHOOL STREET, STE 11, BETHEL, CT, 06801
- Phone: 203-798-9873
- Latest filing: 2025-08-08
- Regulatory AUM: $103.9M
- Discretionary AUM: $103.9M
- Clients: 5
- Accounts: 478

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Edward Andrew Tomasko | OWNER/CEO | — |
| Martino Mezza | OWNER/ CCO | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NORTH HAVEN | CT | 1 | 203-288-0540 |
| NORTH HAVEN | CT | 1 | 203-288-0540 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113526/similar
- Related entities: https://search.stillhousedata.com/firm/113526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.