John Cusimano (CRD# 4288560) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 23 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jan 2024 - Current | < 1 |
| Raymond James Financial Services,inc | Huntersville, NC | Jun 2015 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Huntersville, NC | Jun 2015 - Current | 8 |
| Cusimano Wealth Management, LLC | Cornelius, NC | Jun 2015 - Dec 2023 | 8 |
| Wells Fargo Advisors LLC | Charlotte, NC | May 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- LA
- NE
- NH
- NC
- TX
-
Total Assets Under Management18,432MILLIONS
-
Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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