Joseph
Capone

Cuso Financial Services, L.P

CRD#7742214
Investment Advisor
in Tampa, FL

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About this Advisor

Joseph Capone is a financial advisor based in Tampa, Florida, working with Cuso Financial Services, L.P. Joseph has previously held positions at Florida Financial Advisors, Grow Financial, Panzone's Italian Restaurant, Hotel Lbi, Southern Regional School District, Ciborowski Construction, University of Tampa, Trinity Wealth Securities, LLC, Cuso Financial Services, L.P, and Grow Financial Federal Credit Union. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Joseph is part of Cuso Financial Services, L.P, which operates out of Tampa, Florida. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9927 Delaney Lake Dr.
Tampa, FL 33619

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

FL Average: 43
Total Number of Accounts

26,968

FL Average: 3,727
Average Account Size

$172,978

FL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Capone Work History

2024 - Present (0 year)

Cuso Financial Services, Lp

2024 - Present (0 year)

Grow Financial Federal Credit Union

2023 - Present (1 year)

Florida Financial Advisors

2023 - Present (1 year)

Trinity Wealth Securities, LLC

2022 - 2022 (< 1 year)

Grow Financial

2022 - 2023 (1 year)

University Of Tampa

2021 - 2021 (< 1 year)

Panzone'S Italian Restaurant

2021 - 2022 (1 year)

University Of Tampa

2019 - 2019 (< 1 year)

Hotel Lbi

2019 - 2021 (2 years)

University Of Tampa

2018 - 2018 (< 1 year)

Ciborowski Construction

2018 - 2019 (1 year)

University Of Tampa

2011 - 2018 (7 years)

Souther Regional School District

Disclosures

Please visit the SEC profile of Joseph Capone 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

Christopher Casale
Wilbraham, MA
James Dempsey
San Diego, CA
Monica Cardenas
Anaheim, CA
Alice Haneman
Vancouver, WA
Hormoz Aslani
Lakewood, CA
Chad Leon
Redlands, CA
James Curenton
Dearborn, MI
William Dobbins
Saint George, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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