Susan
Mauri

Cuso Financial Services, L.P

CRD#2566975
Investment Advisor
in San Diego, CA

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About this Advisor

Susan Mauri is a financial advisor who works in San Diego, California, who has been in the financial industry for 10 years. Mauri is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Sunamerica Capital Services, Inc, Independent Financial Group, Sunamerica, Valic Financial Advisors, Inc and Cuso Financial Services, Lp. Mauri has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Cuso Financial Services, L.P is a registered investment business based out of San Diego, California. It has offices in 929 locations and a total of 656 financial advisors. It handles $4 billion in total assets across its 24,999 accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 24,999 client accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. Cuso Financial Services, L.P performs a number 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 are based on the type of financial services. Fee types charged by Cuso Financial Services, L.P likely include some 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, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

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

$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

Susan Mauri Work History

Susan has 10 years of experience.

2016 - Present (6 years)

Cuso Financial Services, Lp

2013 - 2013 (< 1 year)

Sunamerica Capital Services, Inc

2013 - 2013 (< 1 year)

Sunamerica

2013 - 2016 (3 years)

Valic Financial Advisors, Inc

2012 - 2013 (1 year)

Independent Financial Group

Disclosures

Susan Mauri has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Edward Rubin
North Bend, OR
Daniel Hancock
Cheyenne, WY
Jesse Lugenbeel
San Diego, CA
Lisa Drahman
San Diego, CA
Aimee Marden
Hadley, MA
Nicholas Schaaf
New Port Richey, FL
Ronald Barnette
Hood River, OR
David Jones
San Diego, CA

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.

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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.

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