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For Advisors
AH

Abelardo M. Hernandez

Some features on this profile are disabled
CRD#: 1532427
AH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Abelardo Marcos Hernandez, who also goes by Abelardo Marcos Hernandez Mr, was a registered financial professional .

Abelardo is a previously registered financial professional and started their career in finance in 1986. Abelardo had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Abelardo Marcos Hernandez Mr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 18, 2016 - May 4, 2017

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
ORLANDO, FL
Past

January 22, 2016 - May 4, 2017

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
ORLANDO, FL
Past

September 2, 2015 - January 20, 2016

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
MAITLAND, FL
Past

September 1, 2015 - January 20, 2016

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
MAITLAND, FL
Past

June 30, 2014 - August 17, 2015

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
ORLANDO, FL
Past

June 18, 2014 - August 17, 2015

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
ORLANDO, FL
Past

September 12, 2013 - June 18, 2014

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
MIAMI, FL
Past

September 10, 2013 - June 18, 2014

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
MIAMI, FL
Past

February 15, 2012 - September 24, 2013

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

February 14, 2012 - September 24, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ORLANDO, FL
Past

October 13, 2011 - February 15, 2012

NEW ENGLAND SECURITIES

RIA
CRD#: 615
ORLANDO, FL
Past

September 16, 2011 - February 15, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
ORLANDO, FL
Past

September 15, 2010 - September 15, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ORLANDO, FL
Past

September 7, 2010 - September 15, 2011

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ORLANDO, FL
Past

December 16, 2009 - September 8, 2010

EDWARD JONES

RIA
CRD#: 250
ORLANDO, FL
Past

December 2, 2009 - September 8, 2010

EDWARD JONES

BD
CRD#: 250
ORLANDO, FL
Past

February 18, 1988 - June 7, 1988

MORGAN GLADSTONE & CO. INC.

BD
CRD#: 17062
Past

December 15, 1987 - February 24, 1988

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

November 18, 1987 - December 15, 1987

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
Past

October 7, 1986 - November 25, 1987

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

September 26, 1986 - October 22, 1986

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CUSO FINANCIAL SERVICES, L.P.
CUSO FINANCIAL SERVICES | CUSO FINANCIAL SERVICES, LTD. | CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132 / SEC#: 801-60300, 8-49711

RIA
Registered Investment Advisory firm - SEC (5/31/2001 Approved)
Alaska
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
California
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Indiana
Registered Investment Advisory firm - SEC (11/8/2001 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (10/2/2001 Terminated)
Maryland
Registered Investment Advisory firm - SEC (6/11/2001 Terminated)
Michigan
Registered Investment Advisory firm - SEC (12/4/2001 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Missouri
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)
Nevada
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (10/12/2006 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (7/6/2001 Terminated)
Texas
Registered Investment Advisory firm - SEC (7/12/2001 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/7/2001 Terminated)
Washington
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/12/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/1/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/4/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/11/2013
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/15/2012
General Securities Sales Supervisor - Options Module Examination

Current Firm

CF
CUSO FINANCIAL SERVICES, L.P.
CUSO FINANCIAL SERVICES | CUSO FINANCIAL SERVICES, LTD. | CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132 / SEC#: 801-60300, 8-49711

RIA
Registered Investment Advisory firm - SEC (5/31/2001 Approved)
Alaska
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
California
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Indiana
Registered Investment Advisory firm - SEC (11/8/2001 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (10/2/2001 Terminated)
Maryland
Registered Investment Advisory firm - SEC (6/11/2001 Terminated)
Michigan
Registered Investment Advisory firm - SEC (12/4/2001 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Missouri
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)
Nevada
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (10/12/2006 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (7/6/2001 Terminated)
Texas
Registered Investment Advisory firm - SEC (7/12/2001 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/7/2001 Terminated)
Washington
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/6/2001 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
10150 Meanley Drive 1st Floor 1st Floor, San Diego, CA, 92131
Mailing Address
10150 Meanley Drive 1st Floor, San Diego, CA, 92131
Phone number
(858) 530-4400
Established
California since 11/07/1996
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
791

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CUSO FINANCIAL WRAP FEE PROGRAM BROCHURE MARCH 2025 (3/28/2025)
CFS FORM ADV PART 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
AWS 3, INC.LIMITED PARTNER
AWS 1, LLCGENERAL PARTNER
HAWLEY, AMANDA CANDELMOCORPORATE SECRETARY3214453
MADURSKI, ANGELA JILLFINOP
SIMONSON, MARY KATHRYNADVISORY CHIEF COMPLIANCE OFFICER1297398
SIMONSON, MARY KATHRYNCHIEF COMPLIANCE OFFICER1297398

Regulatory assets under management

Total Number of Accounts29,354
AUM (Assets Under Management)$ 5,378,345,125

Disclosures

Regulatory Event3

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/27/2024
Cover Page
Report
01/10/2024
Cover Page
Report
12/14/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

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