Ruthanne Monteleone, financial advisor Downingtown PA
89 score

Ruthanne Monteleone

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citadel Federal Credit Union Downingtown, PA Apr 2013 - Current 3
Cuso Financial Services, LP San Diego, CA Apr 2013 - Current 3
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
Contact Info for Ruthanne Monteleone
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • PA
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
89
Clean Record
This advisor has a clean track record with regulators.

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