Sevada
Zadooryan
Cuso Financial Services, L.P
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About this Advisor
Sevada Zadooryan is a financial advisor based in Poulsbo, Washington, working with Cuso Financial Services, L.P. Sevada has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Icon Cdc, La City Cab, Cars 911 (Auto Auction Group), California State University, Northridge, Bank Of America, N.A, Jp Morgan Chase Bank, N.A, J.P. Morgan Securities LLC, Uber/Lyft, and Cuso Financial Services, L.P. Sevada has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sevada is part of Cuso Financial Services, L.P, which operates out of Poulsbo, Washington. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sevada Zadooryan Work History
Cuso Financial Services, Lp
Jp Morgan Chase Bank, N.A
J.P. Morgan Securities LLC
Uber/Lyft
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Icon Cdc
La City Cab
Cars 911 (Auto Auction Group)
California State University, Northridge
Disclosures
Please visit the SEC profile of Sevada Zadooryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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