Drew Smart, financial advisor Athens OH
93 score

Drew Smart

CRD Number: 5288181
Current Firm: Cuso Financial Services, LP

Drew Smart (CRD# 5288181) is an Investment Advisor Representative working at Cuso Financial Services, LP in Athens, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services San Diego, CA Jun 2014 - Current 2
Ohio University Credit Union Athens, OH Jun 2014 - Current 2
1st Class Inflatables Athens, OH Jan 2014 - Current 2
J.p. Morgan Securities LLC Athens, OH Oct 2012 - Current 4
Jpmorgan Chase Bank Na Athens, OH Aug 2008 - Oct 2012 4
Chase Investment Services Corp Athens, OH Aug 2008 - Oct 2012 4
Edward Jones Logan, OH Jun 2007 - Jul 2008 1
Edward Jones Lancaster, OH Jan 2007 - Jun 2007 < 1
Cingular Wireless Athens, OH Apr 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Drew M. Smart
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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