Cuso Financial Services, L.P

Investment Advisor
in Fitchburg, MA

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About this Advisor

Anthony Coletti is a financial advisor who works in Fitchburg, Massachusetts, with 10 years in the industry. Coletti currently works for Cuso Financial Services, L.P. Throughout their career, Coletti has worked at Cammack Larhette Brokerage, Inc, Cammack Larhette Advisors, LLC, Cuso Financial Services, Lp and Workers Credit Union. Coletti has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Hampshire. Cuso Financial Services, L.P is a business that has its headquarters in Fitchburg, Massachusetts. It has offices in 927 locations and a total of 726 people on staff. It controls $3 billion in total assets among its 18,783 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 18,783 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on which service is provided. However, fees billed by Cuso Financial Services, L.P can consist 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, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

815 Main Street P O Box 900
Fitchburg, MA 01420

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management


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


MA Average: 43
Total Number of Accounts


MA Average: 3,727
Average Account Size


MA Average: $2,033,427

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Investment Advisory Services

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

Anthony Coletti Work History

Anthony has 10 years of experience.

2017 - Present (5 years)

Cuso Financial Services, Lp

2017 - Present (5 years)

Workers Credit Union

2011 - 2017 (6 years)

Cammack Larhette Advisors, LLC

2010 - 2017 (7 years)

Cammack Larhette Brokerage, Inc


Anthony Coletti has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Shaun Kimball
Baldwinsville, NY
Uriel Batista
San Diego, CA
Leonard Ludovico
Belmar, NJ
Michael Lashua
San Diego, CA
James Lowe
Florence, AZ
Mitch Hamilton
Seattle, WA
Wayne Bellinger
Englewood, CO
John Potter
Boise, ID

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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