Paul
Cusumano
Arthur Stein Financial, LLC
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About this Advisor
Paul Cusumano is a financial advisor based in Bethesda, Maryland, working with Arthur Stein Financial, LLC. Paul has previously worked at Arthur Stein Financial, LLC, Morgan Stanley, and Point72 Asset Management. Paul has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Maryland, Texas, and Virginia. Currently, Paul is part of Arthur Stein Financial, LLC, which operates out of Bethesda, Maryland. The firm has 1 office and 3 employees. The firm manages assets totaling $116.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. The fee structure at Arthur Stein Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arthur Stein Financial, LLC Brokerage Details
$116,280,172
3
271
$429,078
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Paul Cusumano Work History
Arthur Stein Financial, LLC
Morgan Stanley
Point72 Asset Management
Disclosures
Please visit the SEC profile of Paul Cusumano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arthur Stein Financial, LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
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