Cuso Financial Services, L.P
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About this Advisor
Monaye Nelson is an investment advisor who lives in San Diego, California. Currently a registered financial advisor at Cuso Financial Services, L.P, Nelson has 13 years of practice in the financial advisory industry. Nelson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Nelson is registered to operate based out of California. Their career trajectory has included roles at Edward Jones, Hampton University, Wells Fargo, Mainstreet Settlements, Empowerment Plus, Cuso Financial Services, Lp and Sorrento Pacific Financial, LLC. Cuso Financial Services, L.P is based out of San Diego, California, and operates out of 927 additional locations in the United States. Overall, Cuso Financial Services, L.P manages $2 billion in assets across 12,288 client accounts and employs more than 695 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 1,268 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Cuso Financial Services, L.P can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Monaye Nelson Work History
Monaye has 13 years of experience.
Cuso Financial Services, Lp
Sorrento Pacific Financial, LLC
Monaye Nelson has no disclosures.
Please visit their SEC profile for more details.