Cuso Financial Services, L.P
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About this Advisor
Matthew Birnbaum is a financial advisor operating in Stroudsburg, Pennsylvania with a total of 10 years of relevant experience. Birnbaum currently works for Cuso Financial Services, L.P. They have been an employee of Cuso Financial Services, L.p for the entirety of their career. Birnbaum has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Cuso Financial Services, L.P is a business operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 employees. It handles $4 billion in assets under management across its 25,992 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 25,992 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which services are provided. However, fees charged by Cuso Financial Services, L.P can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Birnbaum Work History
Matthew has been registered as a financial advisor for 10 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.
Please visit the SEC profile of Matthew Birnbaum 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
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 firstname.lastname@example.org.
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