David McClary, financial advisor Robbinsville NJ

David McClary

CRD Number: 1478682
Current Firm: Cuso Financial Services, LP

David McClary (CRD# 1478682) is an Investment Advisor Representative working at Cuso Financial Services, LP in Robbinsville, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Dec 2009 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
S63 Uniform Securities State Law Examination Aug 2018
Contact Info for David B. McClary
Phone Number: 858-530-4400
Registered State(s):
  • CA
  • NJ
  • WA
By the Numbers
  • Total Assets Under Management
    3,330
    MILLIONS
  • Total Number of Accounts
    18,783
    ACCOUNTS
  • Average Account Value
    $177,302
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, 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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