Adam
Cheshire
Cuso Financial Services, L.P
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About this Advisor
Adam Cheshire is a financial advisor based in Raleigh, North Carolina. Cheshire is on the advisory team at Cuso Financial Services, L.P. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Co, Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Morgan Stanley, Cuso Financial Services, Lp and Coastal Federal Credit Union. Cheshire holds Series 63 and Series 66 licenses, designating them as a securities representative, and can work in North Carolina. Cuso Financial Services, L.P is a financial advisory firm headquartered in San Diego, CA. The firm has offices in 977 locations and a total of 803 advisors. It has $4 billion in assets under management among its 25,992 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,992 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a broad set 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 usually are based on which services are offered. Fee types charged by Cuso Financial Services, L.P can include some combination of 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
Adam Cheshire Work History
Adam has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Coastal Federal Credit Union
Morgan Stanley
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
Nylife Securities LLC
New York Life Insurance Co
*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 Adam Cheshire 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
San Diego, CA
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Honolulu, HI
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Corvallis, OR
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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