Benn
Smith

Cuso Financial Services, L.P

CRD#4693551
Investment Advisor
in Bethlehem, PA

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About this Advisor

Benn Smith is an investment advisor based in Bethlehem, Pennsylvania. Currently a registered financial advisor with Cuso Financial Services, L.P, they have accrued 10 years of experience in the financial advisory industry. Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Smith is registered to advise investors based out of Pennsylvania. Throughout their career, Smith has worked at First Niagara Securities, Lpl Financial, Diamond Credit Union, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Essa Bank & Trust, Lpl Financial LLC and Pfg Advisors. Cuso Financial Services, L.P is headquartered in Bethlehem, Pennsylvania, and has 927 brick-and-mortar locations in the nation. In total, Cuso Financial Services, L.P manages $3 billion in assets throughout 18,783 accounts and employs more than 726 people. The amount of assets the firm manages places it among the biggest firms in the United States. 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 firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Cuso Financial Services, L.P provides 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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5500 Crawford Drive
Bethlehem, PA 18017

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

PA Average: 43
Total Number of Accounts

18,783

PA Average: 3,727
Average Account Size

$177,302

PA Average: $2,033,427

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Investment Advisory Services

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

Benn Smith Work History

Benn has 10 years of experience.

2015 - Present (7 years)

Diamond Credit Union

2015 - Present (7 years)

Lpl Financial LLC

2015 - Present (7 years)

Pfg Advisors

2014 - 2015 (1 year)

Cetera Investment Services LLC

2014 - 2015 (1 year)

Cetera Investment Advisers LLC

2014 - 2015 (1 year)

Essa Bank & Trust

2010 - 2014 (4 years)

First Niagara Securities

2010 - 2014 (4 years)

Lpl Financial

Disclosures

Benn Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Christopher Dziklinski
San Diego, CA
Jennifer Gibson
Clemmons, NC
Zachary Glover
San Diego, CA
John Kirwan
Fayetteville, NY
Brad Decker
Harrisburg, PA
Dustin Wilson
Minneapolis, MN
John Christopher Andrews
Anchorage, AK
Scott Herrmann
Boulder, CO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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