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 based out of Falls Church, Virginia with a total of 10 years of industry experience. Cosentino is an advisor for Cuso Financial Services, L.P. The advisor has gained experience at Morgan Stanley Smith Barney, Cuso Financial Services, Lp and Nasa Federal Credit Union. Cosentino maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Cuso Financial Services, L.P is an advisory business operating out of San Diego, CA. The firm has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in total assets among its 25,992 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs 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 depend on the financial services. Fees charged by Cuso Financial Services, L.P likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

1130 West Broad Street
Falls Church, VA 22046

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

VA Average: 43
Total Number of Accounts

25,992

VA Average: 3,727
Average Account Size

$157,079

VA 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

Peter Cosentino Work History

Peter has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cuso Financial Services, Lp

2013 - Present (11 years)

Nasa Federal Credit Union

2012 - 2013 (1 year)

Morgan Stanley Smith Barney

*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 Peter Cosentino 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

Kelly Rhine
San Diego, CA
Carolyn Wilson
San Diego, CA
Ross Kumasaki
Honolulu, HI
Lolla Long
Riverside, 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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