Monaye
Nelson

Cuso Financial Services, L.P

CRD#6203341
Investment Advisor
in San Diego, CA
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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

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

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

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

CA Average: $2,033,427

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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.

2017 - Present (2 years)

Cuso Financial Services, Lp

2017 - Present (2 years)

Sorrento Pacific Financial, LLC

2014 - 2017 (3 years)

Edward Jones

2013 - 2014 (1 year)

Edward Jones

2013 - 2013 (< 1 year)

Edward Jones

2012 - 2013 (1 year)

Hampton University

2012 - 2012 (< 1 year)

Wells Fargo

2010 - 2012 (2 years)

Hampton University

2010 - 2010 (< 1 year)

Mainstreet Settlements

2005 - 2011 (6 years)

Empowerment Plus

Disclosures

Monaye Nelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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