Peter
Schoff
Cuso Financial Services, L.P
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About this Advisor
Peter Schoff is a financial advisor working in Newport News, Virginia with 1 year of industry experience. Schoff works at Cuso Financial Services, L.P. Their career trajectory has included roles at Morgan Stanley Wealth Management, Pnc Bank, Pnc Investments, Cuso Financial Services, Lp, Cetera Investment Services LLC, Cetera Investment Advisors LLC, First National Bank Of Pa, Infinex Investments, Inc, Sonabank and 1St Advantage Federal Credit Union. Schoff has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Cuso Financial Services, L.P is an advisory company that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 people on staff. It controls $4 billion in assets between its 25,992 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 25,992 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Cuso Financial Services, L.P offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. However, fees charged by Cuso Financial Services, L.P likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Peter Schoff Work History
Peter has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
1St Advantage Federal Credit Union
Infinex Investments, Inc
Sonabank
Cetera Investment Services LLC
Cetera Investment Advisors LLC
First National Bank Of Pa
Pnc Bank
Pnc Investments
Morgan Stanley Wealth Management
*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 Schoff 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
Mason, OH
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Honolulu, HI
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Riverside, CA
Corvallis, OR
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