Nicholas Cantrell, financial advisor Northampton MA
93 score

Nicholas Cantrell

CRD Number: 5362436
Current Firm: Cuso Financial Services, LP

Nicholas Cantrell (CRD# 5362436) is an Investment Advisor Representative working at Cuso Financial Services, LP in Northampton, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2012 - Current 4
Umassfive College Federal Credit Union North Hampton, MA Nov 2012 - Current 4
Santander Securities LLC Guaynabo, PR Sep 2012 - Nov 2012 < 1
Sovereign Bank Westboro, MA May 2012 - Nov 2012 < 1
Lpl Westborough, MA May 2012 - Sep 2012 < 1
Eagle Strategies LLC Westboro, MA Jan 2011 - May 2012 1
Nylife Securities LLC Waltham, MA Jun 2007 - May 2012 4
New York Life Insurance Co Waltham, MA May 2007 - May 2012 5
Whc Senior Services Phoenix, AZ Jun 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Nicholas A. Cantrell
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • MA
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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