Samuel
Bogaczyk
Cuso Financial Services, L.P
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About this Advisor
Samuel Bogaczyk is a financial advisor who works in San Diego, California with 4 years of industry experience. Bogaczyk is an advisor for Cuso Financial Services, L.P. Bogaczyk has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Ace Hardware, Appalachian State University, Yadkin Bank, Durant Road Middle School, Millbrook High School, App. State, Merrill Lynch, Bank Of America, N.A, Cuso Financial Services, Lp and Coastal Federal Credit Union. Bogaczyk holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 financial advisors. It controls $4 billion in assets between its 25,992 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cuso Financial Services, L.P offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which services are offered. Fee types billed by Cuso Financial Services, L.P can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Samuel Bogaczyk Work History
Samuel has been registered as a financial advisor for 4 years.*
Cuso Financial Services, Lp
Coastal Federal Credit Union
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch
Yadkin Bank
Appalachian State University
Ace Hardware
Durant Road Middle School, Millbrook High School, App. State
*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 Samuel Bogaczyk 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 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.
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