Ruthanne MonteleoneCRD Number: 6181743
Current Firm: Cuso Financial Services, LP
Ruthanne Monteleone (CRD# 6181743) is an Investment Advisor Representative working at Cuso Financial Services, LP in Downingtown, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Citadel Federal Credit Union||Downingtown, PA||Apr 2013 - Current||4|
|Cuso Financial Services, LP||San Diego, CA||Apr 2013 - Current||4|
|Pj Whelihans||Downingtown, PA||May 2011 - Apr 2013||1|
|Flow Food Art And Drink||Jim Thorpe, PA||Nov 2009 - Nov 2011||2|
|Toast Tavern||West Chester, PA||Jan 2011 - Apr 2011||< 1|
|P.f. Changs||Glenn Mills, PA||Nov 2010 - Jan 2011||< 1|
|Homemaker/maternity Time Off||Jim Thorpe, PA||Jun 2009 - Nov 2009||< 1|
|Spence Cafe||West Chester, PA||May 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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