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Luciano Giovanni Prestonise

Cuso Financial Services, LP

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About Luciano Giovanni Prestonise

Luciano Giovanni Prestonise is a registered investment advisor representative with Cuso Financial Services, LP. Luciano has over 15 years of experience in the financial services industry and is licensed to provide financial advice in California and New York. Luciano has held previous roles with firms like Commonwealth Financial Network, Madison Avenue Securities, LLC, and LPL Financial LLC.

Firm Information

Luciano Prestonise 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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Luciano Prestonise’s Registration & Firm History

CA

06/06/2024 - Present

Cuso Financial Services, LP (SAN DIEGO CA)

CA

01/17/2024 - 02/23/2024

FORESIDE GLOBAL SERVICES, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

FORESIDE FINANCIAL SERVICES, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

FORESIDE FUND SERVICES, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

FORESIDE FUNDS DISTRIBUTORS LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

IMST DISTRIBUTORS, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

NORTHERN FUNDS DISTRIBUTORS, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

QUASAR DISTRIBUTORS, LLC (Escondido CA)

CA

11/11/2022 - 02/23/2024

STERLING CAPITAL DISTRIBUTORS, LLC (Escondido CA)

CA

11/11/2022 - 10/11/2023

COMPASS DISTRIBUTORS, LLC (Escondido CA)

CA

11/11/2022 - 12/31/2022

FORESIDE DISTRIBUTION SERVICES, L.P. (El Cajon CA)

CA

11/11/2022 - 12/31/2022

FUNDS DISTRIBUTOR, LLC (El Cajon CA)

CA

11/11/2022 - 12/31/2022

MGI FUNDS DISTRIBUTORS, LLC (El Cajon CA)

NY

06/07/2022 - 09/02/2022

REVOLUT SECURITIES INC. (NEW YORK NY)

CA

10/12/2020 - 05/31/2022

COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)

CA

07/30/2019 - 07/21/2020

MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)

CA

01/26/2016 - 07/26/2019

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

CA

12/23/2009 - 01/25/2016

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

08/18/2008 - 07/20/2009

AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 04/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luciano Giovanni Prestonise.
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