David LayoCRD Number: 3162114
Current Firm: Cuso Financial Services, LP
David Layo (CRD# 3162114) is an Investment Advisor Representative working at Cuso Financial Services, LP in Thorndale, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Cuso Financial Services, LP||San Diego, CA||Apr 2006 - Current||11|
|Citadel Federal Credit Union||Thorndale, PA||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Mar 1999|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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, 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