Christopher
Weiss
Cuso Financial Services, L.P
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About this Advisor
Christopher Weiss is a financial advisor who works in Fitchburg, Massachusetts who has 1 year of industry experience. Weiss works at Cuso Financial Services, L.P. Their career trajectory has included roles at Wellesley Investment Advisors, Inc, Northern Lights Distributors, LLC, Infinex Investments, Inc, Brookline Bank, Cuso Financial Services, Lp, Workers Credit Union, Citizens Bank, N.A, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Scottrade, Inc, Keenan Financial, Citizens Securities, Inc, Citizens Bank and Wellesley Bank. Weiss has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Cuso Financial Services, L.P is a firm operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 people on staff. It manages $4 billion in assets under management across its 25,992 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 13 charitable organizations. Of its 25,992 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on the type of services offered. Fees charged by Cuso Financial Services, L.P most likely are comprised 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
Christopher Weiss Work History
Christopher has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Workers Credit Union
Citizens Bank, N.A
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Wellesley Bank
Keenan Financial
Scottrade, Inc
Infinex Investments, Inc
Brookline Bank
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Northern Lights Distributors, LLC
Wellesley Investment Advisors, Inc
*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 Christopher Weiss 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, L.P
San Diego, CA
Fullerton, CA
Riverside, CA
Los Angeles, CA
Mason, OH
Quincy, MA
Anaheim, CA
Honolulu, HI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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