Anthony
Capitano
Cuso Financial Services, L.P
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About this Advisor
Anthony Capitano is a financial advisor who works in Orlando, Florida with a total of 1 year of relevant experience. Capitano is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Scottrade, Charles Schwab & Co., Inc, Scottrade Investment Management, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Fairwinds Credit Union and Cuso Financial Services, Lp. Capitano holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Florida. Cuso Financial Services, L.P is an advisory business operating out of San Diego, CA. The company has offices in 977 locations and a total of 803 employees. It handles $4 billion in assets among its 25,992 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 25,992 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on the type of services provided. Fees charged by Cuso Financial Services, L.P may include 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
Anthony Capitano Work History
Anthony has been registered as a financial advisor for 1 years.*
Fairwinds Credit Union
Cuso Financial Services, Lp
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Charles Schwab & Co., Inc
Scottrade Investment Management
Scottrade
*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 Anthony Capitano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
Thorndale, PA
San Diego, CA
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Quincy, MA
San Diego, CA
Riverside, CA
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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