Cuso Financial Services, L.P

Investment Advisor
in Quincy, MA

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About this Advisor

Michael Galvin is a financial advisor operating in Quincy, Massachusetts with a total of 2 years of relevant experience. Galvin is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, Galvin has held roles at Ing Financial Partners, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Cuso Financial Services, Lp, Coachman'S Lodge, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mass Mutual Life Insurance Company, Mml Investors Services and Jordan'S Furniture. Galvin holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Massachusetts. Cuso Financial Services, L.P is a business operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in assets under management across its 25,992 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 25,992 accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Cuso Financial Services, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on the type of financial services. Fee types billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Quincy Credit Union
Quincy, MA 02169

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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

Investment Advisory Services

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

Michael Galvin Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cuso Financial Services, Lp

2019 - 2021 (2 years)

Coachman'S Lodge

2019 - 2019 (< 1 year)

Mass Mutual Life Insurance Company

2019 - 2019 (< 1 year)

Mml Investors Services

2017 - 2018 (1 year)

Jordan'S Furniture

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Bank Of America, N.A

2014 - 2016 (2 years)


2014 - 2016 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2014 (1 year)

Ing Financial Partners, 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.


Please visit the SEC profile of Michael Galvin 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

Kevin Burns
Hawthorne, CA
Gregory Norman
Fullerton, CA
Teresa Brock
San Diego, CA
David Kimura
San Diego, CA
Ira Fox
Portland, OR
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, CA

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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