Leo
Wai
Cuso Financial Services, L.P
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About this Advisor
Leo Wai is a financial advisor based in Pasadena, California, working with Cuso Financial Services, L.P. Leo has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities, LLC, Us Department Of Homeland Security, Erac Co Of Los Angeles, University Of California, Riverside, Wells Fargo Na, Swissport Usa, Dr. Shyun Jeng Md, J.P. Morgan Securities LLC, Jp Morgan Chase Bank, N.A, Citibank, Unum Group, Cuso Financial Services, Lp, and Firefighters First Credit Union. Leo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Leo is part of Cuso Financial Services, L.P, which operates out of Pasadena, California. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leo Wai Work History
Cuso Financial Services, Lp
Firefighters First Credit Union
J.P. Morgan Securities LLC
Jp Morgan Chase Bank, N.A
Citibank
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Unum Group
Us Department Of Homeland Security
Wells Fargo Na
Erac Co Of Los Angeles
Swissport Usa
University Of California, Riverside
Dr. Shyun Jeng Md
Disclosures
Please visit the SEC profile of Leo Wai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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