Peter
Cosentino

Cuso Financial Services, L.P

CRD#5748847
Investment Advisor
in Falls Church, VA

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About this Advisor

Peter Cosentino is a financial advisor operating in Falls Church, Virginia, who has 12 years of professional experience. Cosentino currently works for Cuso Financial Services, L.P. The advisor has gained experience at Edward Jones, Morgan Stanley Smith Barney, Cuso Financial Services, Lp and Nasa Federal Credit Union. Cosentino holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Cuso Financial Services, L.P is a business based out of Falls Church, Virginia. The investment advisory business has offices in 929 locations and a total of 656 advisors. It handles $4 billion in total assets among its 24,999 accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 24,999 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P 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 fee schedules depend on which service is offered. However, fee types billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

1130 West Broad Street
Falls Church, VA 22046

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

VA Average: 43
Total Number of Accounts

24,999

VA Average: 3,727
Average Account Size

$175,389

VA Average: $2,033,427

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Investment Advisory Services

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

Peter Cosentino Work History

Peter has 12 years of experience.

2013 - Present (9 years)

Cuso Financial Services, Lp

2013 - Present (9 years)

Nasa Federal Credit Union

2012 - 2013 (1 year)

Morgan Stanley Smith Barney

2010 - 2012 (2 years)

Edward Jones

Disclosures

Peter Cosentino has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Therese Misner
Corvallis, OR
Cameron Anderson
Fountain, CO
Ricky Hoskins
San Diego, CA
Susan Mauri
San Diego, CA
James Yocom
San Diego, CA
Brian Rumbles
Saint Petersburg, FL
David Jones
San Diego, CA
David Bailey
Cincinnati, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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