Paul Chlebecek, financial advisor Lunenburg MA

Paul Chlebecek

CRD Number: 6800178
Current Firm: Cuso Financial Services, LP

Paul Chlebecek (CRD# 6800178) is an Investment Advisor Representative working at Cuso Financial Services, LP in Lunenburg, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Feb 2021 - Current 3
Workers Credit Union Fitchburg, MA Feb 2021 - Current 3
Mass Mutual Life Insurance Company Worcester, MA Jul 2020 - Jan 2021 < 1
Mml Investors Services, LLC Worcester, MA Jul 2020 - Jan 2021 < 1
Edward Jones Fitchburg, MA Jun 2017 - Jul 2020 3
Wealyn LLC Bolton, MA Mar 2015 - May 2017 2
Cafe Destare LLC Fitchburg, MA Jan 2009 - Mar 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Paul Chlebecek
Phone Number: 858-530-4400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
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
  • Pension consulting services
  • 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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