Nathan
Mclarty

Cuso Financial Services, L.P

CRD#6202973
Investment Advisor
in Springfield, VA

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About this Advisor

Nathan Mclarty is a financial advisor based out of Springfield, Virginia, with a total of 1 year of relevant experience. Mclarty is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Regions Bank, Wells Fargo Clearing Services, LLC, New York Life Insurance Company, Nylife Securities, LLC, Equitable Advisors LLC, Cuso Financial Services, Lp and Apple Federal Credit Union. Mclarty holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Cuso Financial Services, L.P is a registered investment firm headquartered in San Diego, CA. The company has offices in 977 locations and a total of 803 advisors. It controls $4 billion in assets under management among its 25,992 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth clients who have at least $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 charged by financial advisors usually vary depending on the type of financial services. Fees charged by Cuso Financial Services, L.P can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

6708 Backlick Road
Springfield, VA 22150

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

VA Average: 43
Total Number of Accounts

25,992

VA Average: 3,727
Average Account Size

$157,079

VA 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

Nathan Mclarty Work History

Nathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cuso Financial Services, Lp

2022 - Present (2 years)

Apple Federal Credit Union

2022 - 2022 (< 1 year)

Equitable Advisors LLC

2021 - 2022 (1 year)

New York Life Insurance Company

2021 - 2022 (1 year)

Nylife Securities, LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2011 - 2013 (2 years)

Regions Bank

*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 Nathan Mclarty 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

Lolla Long
Riverside, CA
John Lunney
Orange Park, FL
Teresa Brock
San Diego, CA
Ricky Hoskins
San Diego, CA
Christopher Ellis
Los Angeles, CA
Michael Galvin
Quincy, MA
Jonathon Allen
Anaheim, CA
Michelle Poturich
Corvallis, OR

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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