Felix
Bartolomei
Cuso Financial Services, L.P
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About this Advisor
Felix Bartolomei is a financial advisor working in Orlando, Florida who has 9 years of relevant experience. Bartolomei works at Cuso Financial Services, L.P. Throughout their career, they have worked at Santander Securities, Cuso Financial Services and Fairwinds Credit Union. Bartolomei maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Cuso Financial Services, L.P is a registered investment business operating out of San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It oversees $4 billion in assets under management between its 25,992 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 25,992 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on the services offered. However, fee types billed by Cuso Financial Services, L.P can be comprised of some blend 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
Felix Bartolomei Work History
Felix has been registered as a financial advisor for 9 years.*
Cuso Financial Services
Fairwinds Credit Union
Santander Securities
*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 Felix Bartolomei 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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