Unclaimed Profile

Cynthia Dawn Zabuska

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California

SIE, Series 4, Series 7, Series 24, Series 63Clean record16 years registeredCUSO FINANCIAL SERVICES, L.P.

10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 714285Firm CRD# 42132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cynthia Dawn Zabuska · SAN DIEGO, CA

Registration

CRD #714285 · CUSO FINANCIAL SERVICES, L.P. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUSO FINANCIAL SERVICES, L.P.

SORRENTO PACIFIC FINANCIAL, LLC

Jul 2019 – Aug 2020

SAN DIEGO, CA

CUSO FINANCIAL SERVICES, L.P.

Feb 2010 – Aug 2020

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Registration record

First registered · February 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSO FINANCIAL SERVICES, L.P.

CRD 42132 · SEC 801-60300

AUM

$4.7B

Regulatory assets under management

Employees

833

26,968 client accounts

Services offered by CUSO FINANCIAL SERVICES, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CUSO FINANCIAL SERVICES, L.P. →

Introduction

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Frequently Asked Questions

What services does Cynthia Dawn Zabuska offer?

Cynthia Dawn Zabuska specializes in Financial Planning, Investment Management, Wealth Management.

What are Cynthia Dawn Zabuska's credentials?

Cynthia Dawn Zabuska is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Dawn Zabuska located?

Cynthia Dawn Zabuska is based in SAN DIEGO, California, last registered with CUSO FINANCIAL SERVICES, L.P..

How does Cynthia Dawn Zabuska charge for services?

Cynthia Dawn Zabuska's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSO FINANCIAL SERVICES, L.P.?

CUSO FINANCIAL SERVICES, L.P. has approximately 833 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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