Leonard
Ludovico

Cuso Financial Services, L.P

CRD#2146241
Investment Advisor
in Belmar, NJ

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About this Advisor

Leonard Ludovico is a financial advisor who works in Belmar, New Jersey, who has 12 years of financial industry experience. Ludovico is on the advisory team at Cuso Financial Services, L.P. Their career trajectory has included roles at Lpl Financial Services, Sovereign Bank, Pnc Investments, Sorrento Pacific Financial LLC and Cuso Financial Services, Lp. Ludovico holds Series 63 and Series 66 licenses, designating them as a securities representative, and can work in New Jersey. Cuso Financial Services, L.P is a financial advisory firm that has its headquarters in Belmar, New Jersey. The firm has offices in 929 locations and a total of 656 people on staff. It oversees $4 billion in assets among its 24,999 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 24,999 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides 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 largely are based on which services are provided. Fees billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

Disclosures

No

Office Location

1730 I Street
Belmar, NJ 07719

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

NJ Average: 43
Total Number of Accounts

24,999

NJ Average: 3,727
Average Account Size

$175,389

NJ Average: $2,033,427

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Investment Advisory Services

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

Leonard Ludovico Work History

Leonard has 12 years of experience.

2018 - Present (4 years)

Cuso Financial Services, Lp

2014 - Present (8 years)

Sorrento Pacific Financial LLC

2012 - 2014 (2 years)

Pnc Investments

2010 - 2012 (2 years)

Lpl Financial Services

2010 - 2012 (2 years)

Sovereign Bank

Disclosures

Leonard Ludovico has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Aimee Morrison
Newark, OH
Daniel Cass
Littleton, CO
Fitzhugh Mcmurry
Mooresville, NC
Susan Mauri
San Diego, CA
Scott Daggan
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Theodore Paprocki
Moline, IL

The content in this profile was updated by SmartAsset on 04/01/2022 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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

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