Rahil
Machiwalla
Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
About this Advisor
Rahil Machiwalla is a financial advisor based out of Fremont, California, who has 11 years of relevant experience. Machiwalla is currently employed by Cuso Financial Services, L.P. They have been an employee of Cuso Financial Services, L.p for their whole career. Machiwalla maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Cuso Financial Services, L.P is a firm based out of San Diego, CA. The company has offices in 977 locations and a total of 803 people on staff. It oversees $4 billion in total assets across its 25,992 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Cuso Financial Services, L.P performs a diverse assortment 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 fee schedules usually vary depending on the services. However, fee types billed by Cuso Financial Services, L.P most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Rahil Machiwalla Work History
Rahil has been registered as a financial advisor for 11 years.*
Cuso Financial Services, Lp
*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 Rahil Machiwalla 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
San Diego, CA
San Diego, CA
Riverside, CA
Downingtown, PA
Anaheim, CA
Quincy, MA
San Diego, CA
Honolulu, HI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
