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Theodore Robert Horwith

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California
SIE, Series 27, Series 99TOClean recordCUSO FINANCIAL SERVICES, L.P.
10150 MEANLEY DRIVE, SAN DIEGO, CA 92131CRD# 3257001Firm CRD# 42132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Robert Horwith · SAN DIEGO, CA
Registration
CRD #3257001 · CUSO FINANCIAL SERVICES, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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. →
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04

Frequently Asked Questions

What services does Theodore Robert Horwith offer?
Theodore Robert Horwith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Theodore Robert Horwith's credentials?
Theodore Robert Horwith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Robert Horwith located?
Theodore Robert Horwith is based in SAN DIEGO, California, working with CUSO FINANCIAL SERVICES, L.P.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Theodore Robert Horwith charge for services?
Theodore Robert Horwith'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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Other Advisors at CUSO FINANCIAL SERVICES, L.P.

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Kevin Scott Mummau
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Danny Lee Krenzler
SAN DIEGO, CA
Cynthia Dawn Zabuska
SAN DIEGO, CA
Monica Carol Selman Daggs
SAN DIEGO, CA
Peter Kelso Vonk
SAN DIEGO, CA

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Research
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