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Paul Robert Cusumano

Arthur Stein Financial, LLC

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About Paul Robert Cusumano

Paul Cusumano is a financial advisor with Arthur Stein Financial, LLC. Paul is a Chartered Financial Analyst with over 8 years of experience in the financial services industry. Paul has a strong track record of providing financial advice and portfolio management services to high net worth individuals and families. Paul's specializations include financial planning, portfolio management, and investment research.

Firm Information

Paul Cusumano is currently registered with Arthur Stein Financial, LLC. Arthur Stein Financial, LLC is a Registered Investment Adviser based in Bethesda, MD. The firm manages approximately $109,716,901 in assets for 250 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Arthur Stein Financial provides financial planning and portfolio management services for individuals. They also publish periodicals.
Arthur Stein Financial, LLC

6701 DEMOCRACY BLVD.

BETHESDA, MD 20817

$109.72M

Assets Under Management

Not reported

Total Clients

3

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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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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Paul Cusumano’s Registration & Firm History

MD

04/11/2022 - Present

Arthur Stein Financial, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 06/02/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Robert Cusumano.
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