Cuso Financial Services, L.P

Investment Advisor
in San Diego, CA

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About this Advisor

Susan Mauri is a financial advisor working out of San Diego, California, with 10 years of professional experience. Mauri currently works for Cuso Financial Services, L.P. Mauri has gained experience at National Planning Corporation, Independent Financial Group, Sunamerica, Sunamerica Capital Services, Inc, Valic Financial Advisors, Inc and Cuso Financial Services, Lp. Mauri maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Cuso Financial Services, L.P is a business that has its headquarters in San Diego, California. The firm has offices in 927 locations and a total of 726 employees. It has $3 billion in total assets between its 18,783 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 18,783 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cuso Financial Services, L.P has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Susan Mauri Work History

Susan has 10 years of experience.

2016 - Present (6 years)

Cuso Financial Services, Lp

2013 - 2013 (< 1 year)


2013 - 2013 (< 1 year)

Sunamerica Capital Services, Inc

2013 - 2016 (3 years)

Valic Financial Advisors, Inc

2012 - 2013 (1 year)

Independent Financial Group

2010 - 2011 (1 year)

National Planning Corporation


Susan Mauri has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Jake Buman
Kimberly, WI
David Garres
Erie, PA
Wayne Bellinger
Englewood, CO
Peter Cosentino
Falls Church, VA
Steven Hefele
Whitehall, PA
Mitch Hamilton
Seattle, WA
Logan Lepe
San Diego, CA
Eugene Fistani
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact 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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