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Eric Vaughn Morrow

Cuso Financial Services, LP

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About Eric Vaughn Morrow

Eric Vaughn Morrow is an active investment advisor representative registered with Cuso Financial Services, LP and has been in the industry since March 27, 2001. Eric has been registered with Cuso Financial Services, LP since April 18, 2022. Prior to that Eric was registered with CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., M&T SECURITIES, INC., WACHOVIA SECURITIES, LLC, FIRST UNION BROKERAGE SERVICES, INC., and DEAN WITTER REYNOLDS INC.. Eric has a Series 66, Series 26, SIE, Series 31, and Series 7 licenses. Eric specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisers, educational seminars, and financial planning.

Firm Information

Eric Morrow 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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Eric Morrow’s Registration & Firm History

PA

04/18/2022 - Present

Cuso Financial Services, LP (CHAMBERSBURG PA)

MD

09/20/2019 - 08/24/2020

CETERA ADVISOR NETWORKS LLC (HAGERSTOWN MD)

MD

07/20/2018 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (HAGERSTOWN MD)

MD

01/12/2007 - 08/01/2018

M&T SECURITIES, INC. (WILLIAMSPORT MD)

MD

10/01/2000 - 12/20/2006

WACHOVIA SECURITIES, LLC (GAITHERSBURG MD)

NC

09/07/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

05/05/1999 - 06/28/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 04/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 05/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Vaughn Morrow. Review regulatory record here.
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