William Mooney, financial advisor Syracuse NY
93 score

William Mooney

CRD Number: 1292925
Current Firm: Cuso Financial Services, LP

William Mooney (CRD# 1292925) is an Investment Advisor Representative working at Cuso Financial Services, LP in Syracuse, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Feb 2015 - Current 1
Empower Credit Union Syracuse, NY Feb 2015 - Current 1
Lpl Financial LLC Charlotte, NC Mar 2010 - Feb 2015 4
Nbt Bank Scranton, PA Mar 2010 - Feb 2015 4
Independent Contractor Dewitt, NY Apr 2009 - Mar 2010 < 1
Essex National Securities, Inc. Napa, CA Apr 2006 - Mar 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for William P. Mooney
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • TX
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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