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Samuel Lee Taylor

Cuso Financial Services, LP

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About Samuel Lee Taylor

Samuel Lee Taylor is a financial advisor who has been in the industry since 2022. Taylor is registered with Cuso Financial Services, LP in Ohio, and is also registered with the state of Ohio as an Investment Advisor Representative. Taylor is also registered with the state of Florida, Idaho, and New Mexico as a Broker. The firm’s main office is located in San Diego, California and provides financial services to individuals, businesses, and retirement plans. The firm specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Samuel Taylor 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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Samuel Taylor’s Registration & Firm History

OH

08/29/2022 - Present

Cuso Financial Services, LP (CENTERVILLE OH)

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Licenses & Designations

BOTH

Issued 08/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Lee Taylor.
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