Alexander
Russello

Cuso Financial Services, L.P

CRD#7088935
Investment Advisor
in San Diego, CA

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About this Advisor

Alexander Russello is a financial advisor working in San Diego, California who has 4 years of relevant experience. Russello is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, Russello has held roles at Cuso Financial Services, L.P, Grow Financial Services, Grow Financial Federal Credit Union, Kumon Math And Reading, Brookeside Sod & Landscape and University Of Tampa. Russello has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Cuso Financial Services, L.P is a firm that has its headquarters in San Diego, CA. The firm has offices in 977 locations and a total of 803 people on staff. It manages $4 billion in total assets among its 25,992 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets. The firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which service is offered. Fee types billed by Cuso Financial Services, L.P can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

CA Average: $7,578,581,321
Total Number of Employees

803

CA Average: 43
Total Number of Accounts

25,992

CA Average: 3,727
Average Account Size

$157,079

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Alexander Russello Work History

Alexander has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cuso Financial Services, L.P

2019 - Present (5 years)

Grow Financial Services

2010 - Present (14 years)

Kumon Math And Reading

2018 - 2019 (1 year)

Grow Financial Federal Credit Union

2011 - 2016 (5 years)

University Of Tampa

2010 - 2018 (8 years)

Brookeside Sod & Landscape

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Russello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cuso Financial Services, L.P

Kelly Rhine
San Diego, CA
Ruthanne Monteleone
Downingtown, PA
Ricky Hoskins
San Diego, CA
Lolla Long
Riverside, CA
John Lunney
Orange Park, FL
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Teresa Brock
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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