David
Garres

Cuso Financial Services, L.P

CRD#4644663
Investment Advisor
in Erie, PA

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About this Advisor

David Garres is an investment advisor whose office is in Erie, Pennsylvania. Currently an investment advisor at Cuso Financial Services, L.P, they have gathered 10 years of experience in the financial advisory industry. Garres has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Garres is registered to work with customers based out of Pennsylvania. Throughout their career, they have worked at The Huntington Investment Company, Northwest Savings Bank, Northwest Advisors, Obs Brokerage Services, Inc, Cetera Investment Services LLC, The Prudential Insurance Company Of America, Pruco Securities LLC, Pnc Investments and Cuso Financial Services, Lp. Cuso Financial Services, L.P is headquartered in Erie, Pennsylvania, and has 927 locations throughout the country. As an advisory firm, Cuso Financial Services, L.P oversees $3 billion in assets throughout 18,783 client accounts and retains more than 726 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 1,770 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients 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

Yes

Office Location

3939 West Ridge Road, Suite B-10
Erie, PA 16506

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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

David Garres Work History

David has 10 years of experience.

2019 - Present (3 years)

Cuso Financial Services, Lp

2018 - 2018 (< 1 year)

The Prudential Insurance Company Of America

2018 - 2018 (< 1 year)

Pruco Securities LLC

2018 - 2019 (1 year)

Pnc Investments

2013 - 2017 (4 years)

Northwest Advisors

2013 - 2013 (< 1 year)

Obs Brokerage Services, Inc

2013 - 2017 (4 years)

Cetera Investment Services LLC

2012 - 2017 (5 years)

Northwest Savings Bank

2010 - 2012 (2 years)

The Huntington Investment Company

Disclosures

David Garres has 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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