Catherine Bryant, financial advisor Carrboro NC

Catherine Bryant

CRD Number: 2189806
Current Firm: Cuso Financial Services, LP

Catherine Bryant (CRD# 2189806) is an Investment Advisor Representative working at Cuso Financial Services, LP in Carrboro, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Sep 2016 - Current 7
Coastal Federal Credit Union Durham, NC Sep 2016 - Current 7
Pnc Investments Pittsburgh, PA May 2013 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Catherine A. Bryant
Phone Number: 858-530-4400
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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