William MooneyCRD 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 33 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Cuso Financial Services, LP||San Diego, CA||Feb 2015 - Current||3|
|Empower Credit Union||Syracuse, NY||Feb 2015 - Current||3|
|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|
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- 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
- 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