Ryan Gallo, financial advisor Fullerton CA
93 score

Ryan Gallo

CRD Number: 3185944
Current Firm: Cuso Financial Services, LP

Ryan Gallo (CRD# 3185944) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fullerton, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Oct 2008 - Current 8
Federal Loan Modification Irvine, CA Oct 2008 - Oct 2008 < 1
Unemployed Whittier, CA May 2008 - Oct 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Seal Beach, CA May 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Ryan A. Gallo
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
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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