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Alexander Vittorio Russello

Cuso Financial Services, LP

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About Alexander Vittorio Russello

Alexander Vittorio Russello is a financial advisor with Cuso Financial Services, LP, where has been with the firm since March 2019. Alexander has held several positions in the financial services industry, including a role at Grow Financial Services and Grow Financial Federal Credit Union. Alexander is a Registered Representative and Investment Advisor Representative and holds the Series 7TO, Series 66, and SIE licenses. In addition to his financial advisory role, Alexander is also a teacher at Kumon Math and Reading.

Firm Information

Alexander Russello is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Russello’s Registration & Firm History

CA

07/18/2019 - Present

Cuso Financial Services, LP (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Vittorio Russello.
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