Cuso Financial Services, L.P
About this Advisor
Nathaniel Stevens is an investment advisor whose office is in Dayton, Ohio. Currently a registered advisor at Cuso Financial Services, L.P, Stevens has 10 years of professional experience. Stevens maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Stevens is registered to work with customers based out of Ohio. Stevens has gained experience at Raymond James Financial Services, Lpl Financial, Pnc Investments, Pnc Investments LLC, Cuso Financial Services, Lp and Wright-Patt Credit Union. Cuso Financial Services, L.P is based out of Dayton, Ohio, and has 927 additional brick-and-mortar locations in the nation. In aggregate, Cuso Financial Services, L.P oversees $3 billion in assets throughout 18,783 client accounts and employs more than 726 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 1,770 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cuso Financial Services, L.P can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may 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
- Selection of other advisers
Nathaniel Stevens Work History
Nathaniel has 10 years of experience.
Cuso Financial Services, Lp
Wright-Patt Credit Union
Pnc Investments LLC
Raymond James Financial Services
Nathaniel Stevens has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Falls Church, VA
San Diego, CA
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 08/06/2020 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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