James
Scott

Cuso Financial Services, L.P

CRD#5053110
Investment Advisor
in West Chester, PA

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About this Advisor

James Scott is a certified financial planner who works in West Chester, Pennsylvania with 1 year of industry experience. Scott is on the advisory team at Cuso Financial Services, L.P. During their career, the advisor has held roles at The Vanguard Group, Inc, Cuso Financial Services, Lp and Citadel Federal Credit Union. Scott maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Cuso Financial Services, L.P is a financial advisory company operating out of San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It has $4 billion in total assets across its 25,992 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 25,992 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Cuso Financial Services, L.P has 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 usually are based on which services the firm provides the client. Fees billed by Cuso Financial Services, L.P most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1209 West Chester Pike, Ste 101
West Chester, PA 19382

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

PA Average: 43
Total Number of Accounts

25,992

PA Average: 3,727
Average Account Size

$157,079

PA Average: $2,033,427

Investment Advisory Services

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

James Scott Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cuso Financial Services, Lp

2022 - Present (2 years)

Citadel Federal Credit Union

1997 - 2021 (24 years)

The Vanguard Group, Inc

*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 James Scott 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

Christopher Ellis
Los Angeles, CA
David Kimura
San Diego, CA
Ross Kumasaki
Honolulu, HI
Ricky Hoskins
San Diego, CA
Ruthanne Monteleone
Downingtown, PA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Teresa Brock
San Diego, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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