Troy
Strong

Cuso Financial Services, L.P

CRD#5847189
Investment Advisor
in Austell, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Troy Strong is an investment advisor in Austell, Georgia. Currently an investment advisor at Cuso Financial Services, L.P, Strong has 10 years of work experience. Strong holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Strong is able to act as a financial advisor in Georgia. Their career trajectory has included roles at Edward Jones, Lge Community Credit Union and Cuso Financial Services, Lp. Cuso Financial Services, L.P is headquartered in Austell, Georgia, and has 927 other locations across the United States. As a company, Cuso Financial Services, L.P oversees $3 billion in assets across 18,783 accounts and retains more than 726 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 1,770 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cuso Financial Services, L.P provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Disclosures

No

Office Location

2760 East West Connector Sw
Austell, GA 30106

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

GA Average: 43
Total Number of Accounts

18,783

GA Average: 3,727
Average Account Size

$177,302

GA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Troy Strong Work History

Troy has 10 years of experience.

2019 - Present (3 years)

Lge Community Credit Union

2019 - Present (3 years)

Cuso Financial Services,Lp

2010 - 2019 (9 years)

Edward Jones

Disclosures

Troy Strong has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Susan Mauri
San Diego, CA
Andrew Borders
Thorndale, PA
Nathaniel Stevens
Dayton, OH
Rahil Machiwalla
Fremont, CA
Brad Decker
Harrisburg, PA
John Potter
Boise, ID
Zachary Glover
San Diego, CA
Teresa Folkins
San Diego, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started