DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Emmet Cusack
Feed of 09/14/2026
At current firm
0 y
since Dec 11, 2025
In the industry
45 y
since Oct 2, 1980 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Canton Hathaway LLC independent RIA currentsince Dec 11, 2025 · Providence, Ri
- Whalerock Point Partners, LLC independent RIADec 4, 2012 to Mar 1, 2018 · West Palm Beach, Fl
- Newport Investment Management LLC unclassifiedMay 19, 2009 to Mar 28, 2012 · Providence, Ri
- Preferred Asset Management, LLC unclassifiedMar 30, 2005 to Dec 31, 2009 · Providence, Ri
- Vantage Advisors, LLC formerMay 24, 2003 to Aug 11, 2003 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Whalerock Point Partners, LLC to Canton Hathaway LLCleft Mar 1, 2018, registered Dec 11, 2025 (2842 days) · Other
- Newport Investment Management LLC to Whalerock Point Partners, LLCleft Mar 28, 2012, registered Dec 4, 2012 (251 days) · Other
- Preferred Asset Management, LLC to Newport Investment Management LLCleft Dec 31, 2009, registered May 19, 2009 (-226 days) · Other
- Vantage Advisors, LLC to Preferred Asset Management, LLCleft Aug 11, 2003, registered Mar 30, 2005 (597 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address