Melody Babaian, financial advisor Austin TX
90 score

Melody Babaian

CRD Number: 5917151
Current Firm: Cuso Financial Services, LP

Melody Babaian (CRD# 5917151) is an Investment Advisor Representative working at Cuso Financial Services, LP in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services San Diego, CA Aug 2014 - Current 2
University Federal Credit Union Austin, TX Aug 2014 - Current 2
Charles Schwab & Company,inc Austin, TX Apr 2011 - Aug 2014 3
Ing Direct Los Angeles, CA Nov 2010 - Apr 2011 < 1
Los Angeles Mission College Sylmar, CA Feb 2009 - Nov 2010 1
Apple, Inc. Northridge, CA Apr 2008 - Nov 2010 2
Clear Channel Communications Burbank, CA Jun 2009 - Aug 2009 < 1
Unemployed Tujunga, CA Jan 2008 - Apr 2008 < 1
Nordstrom Glendale, CA Nov 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Melody Babaian
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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