Rahil
Machiwalla

Cuso Financial Services, L.P

CRD#5297491
Investment Advisor
in Fremont, CA

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About this Advisor

Rahil Machiwalla is a financial advisor based in Fremont, California, who has been in the financial industry for 12 years. Machiwalla currently works for Cuso Financial Services, L.P. Throughout their career, Machiwalla has worked at Chase Investment Services and Cuso Financial Services, Lp. Machiwalla holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Cuso Financial Services, L.P is a business that has its headquarters in Fremont, California. The company has offices in 929 locations and a total of 656 financial advisors. It handles $4 billion in total assets across its 24,999 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 24,999 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The company has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the services provided. However, fee types charged by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

2710 Mowry Avenue
Fremont, CA 94538

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

CA Average: 43
Total Number of Accounts

24,999

CA Average: 3,727
Average Account Size

$175,389

CA Average: $2,033,427

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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 12 years of experience.

2012 - Present (10 years)

Cuso Financial Services, Lp

2010 - 2012 (2 years)

Chase Investment Services

Disclosures

Rahil Machiwalla has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Kristian Pavlov
Dublin, CA
Kimberly Weitzel
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Brian Rumbles
Saint Petersburg, FL
Aman Awan
Canton, MI
James Yocom
San Diego, CA
John Herrera
Glendale, CA
Evan Newton
North Las Vegas, NV

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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