John
Trezza

Cuso Financial Services, L.P

CRD#1367705
Investment Advisor
in Philadelphia, PA

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About this Advisor

John Trezza is a financial advisor based out of Philadelphia, Pennsylvania with a total of 13 years of industry experience. Trezza is on the advisory team at Cuso Financial Services, L.P. They have been employed by Cuso Financial Services, L.p for all of their career. Trezza maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Cuso Financial Services, L.P is a financial advisory firm operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 financial advisors. It handles $4 billion in assets among its 25,992 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on the financial services provided. However, fees charged by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

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

1500 Spring Garden Street Suite 500
Philadelphia, PA 19130

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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

John Trezza Work History

John has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Cuso Financial Services, Lp

*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 John Trezza 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

James Dempsey
San Diego, CA
Joseph Herron
Lansdale, PA
Ruthanne Monteleone
Downingtown, PA
Carolyn Wilson
San Diego, CA
David Kimura
San Diego, CA
Michael Galvin
Quincy, MA
Teresa Brock
San Diego, CA
John Lunney
Orange Park, FL

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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