Cuso Financial Services, L.P
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
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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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.
Cuso Financial Services, Lp
Sorrento Pacific Financial LLC
Lpl Financial Services
Leonard Ludovico has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
New Port Richey, FL
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 email@example.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.
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