Andrew
Maniaci
Cuso Financial Services, L.P
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About this Advisor
Andrew Maniaci is a financial advisor based out of Traverse City, Michigan who has 10 years of industry experience. Maniaci is an employee of Cuso Financial Services, L.P. Over the course of their career, Maniaci has held roles at Sigma Financial and Cuso Financial Services, Lp. Maniaci holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Michigan. Cuso Financial Services, L.P is a registered investment business that has its headquarters in San Diego, CA. The company has offices in 977 locations and a total of 803 employees. It administers $4 billion in assets under management across its 25,992 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 25,992 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a diverse assortment 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 largely vary depending on which services the firm provides the client. Fees charged by Cuso Financial Services, L.P may include 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
Andrew Maniaci Work History
Andrew has been registered as a financial advisor for 10 years.*
Cuso Financial Services, Lp
Sigma Financial
*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 Andrew Maniaci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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