Anthony
Coletti
Cuso Financial Services, L.P
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cuso Financial Services, L.P Brokerage Details
$3,330,268,306
726
18,783
$177,302
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Cuso Financial Services, Lp
Workers Credit Union
Cammack Larhette Advisors, LLC
Cammack Larhette Brokerage, Inc
Disclosures
Anthony Coletti has no disclosures.
Please visit their SEC profile for more details.
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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 profile-compliance@smartasset.com. 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.
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