Cuso Financial Services, L.P

Investment Advisor
in San Diego, CA
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About this Advisor

Shawn Hayes is a financial advisor working in San Diego, California, who has 12 years in the industry. Hayes is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Aaa Moving & Storage, Valic Financial Advisors, Unishippers, Village Crossing, Planet Subaru, Denali Federal Credit Union and Cuso Financial Services, Lp. Hayes has Series 66 and Series 63 licenses, qualifying them as a securities broker, and can work in Alaska. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, California. It has offices in 927 locations and a total of 695 people on staff. It manages $2 billion in assets under management between its 12,288 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 12,288 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

12 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



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


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


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

Shawn Hayes Work History

Shawn has 12 years of experience.

2016 - Present (3 years)

Cuso Financial Services, Lp

2016 - 2017 (1 year)

Denali Federal Credit Union

2015 - 2016 (1 year)

Valic Financial Advisors

2012 - 2015 (3 years)

Aaa Moving & Storage

2010 - 2012 (2 years)


2010 - 2010 (< 1 year)

Village Crossing

2006 - 2010 (4 years)

Planet Subaru


Shawn Hayes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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