Milos Ivanis, financial advisor Washington DC
81 score

Milos Ivanis

CRD Number: 4605260
Current Firm: Cuso Financial Services, LP

Milos Ivanis (CRD# 4605260) is an Investment Advisor Representative working at Cuso Financial Services, LP in Washington, DC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Sep 2013 - Current 3
Guardian Life Insurance Co Of America Vienna, VA Jan 2012 - Sep 2013 1
Park Avenue Securities LLC Vienna, VA Jan 2012 - Sep 2013 1
Park Avenue Mclean, VA Oct 2011 - Jan 2012 < 1
Guardian Life Insuance Company Mclean, VA Sep 2011 - Jan 2012 < 1
Metlife Securities Inc. Falls Church, VA Oct 2003 - Sep 2011 7
Metropolitan Life Insurance Company Falls Church, VA Oct 2003 - Sep 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Dec 2009
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 Milos Ivanis
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • VA
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
81

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