John Kirwan, financial advisor Syracuse NY
81 score

John Kirwan

CRD Number: 5599781
Current Firm: Cuso Financial Services, LP

John Kirwan (CRD# 5599781) is an Investment Advisor Representative working at Cuso Financial Services, LP in Syracuse, NY and has over 7 years of experience in the finance industry.

Similar Advisors
Kevin Visconti, financial advisor Syracuse NY
Kevin A. Visconti
CRD# 5229301
Cadaret Grant & Co Inc.
Score
100
Similar Advisors
Thomas Baker, financial advisor Syracuse NY
Thomas F. Baker
CRD# 5626986
Wells Fargo Advisors Financial Network, LLC
Score
96
Similar Advisors
Richard Bergen, financial advisor Syracuse NY
Richard L. Bergen
CRD# 1286588
Cadaret Grant & Co Inc.
Score
96
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Feb 2015 - Current 1
Empower Associated Services Syracuse, NY Jul 2010 - Current 6
Lpl Financial Charlotte, NC Aug 2010 - Feb 2015 4
Morgan Stanley Smith Barney Syracuse, NY Jun 2009 - Jul 2010 1
Morgan Stanley Syracuse, NY Sep 2008 - Jul 2010 1
Unemployed Jamesville, NY Jan 2008 - Sep 2008 < 1
Champion Fitness Iv Syracuse, NY May 1994 - Jan 2008 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John J. Kirwan
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NJ
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.