AC
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Alan Cusick

31 Years of Experience
Manhattan Beach, CA
Broker

Alan Cusick is a registered investment advisor at Wells Fargo Advisors, based in Manhattan Beach, CA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1731 Mathews Ave, 1st Fl, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
February 2026 - Present · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
May 2008 - February 2026 · 17 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2008 - February 2026 · 17 yrs 9 mos
Citigroup Global Markets INC.
August 2000 - June 2008 · 7 yrs 10 mos
Citigroup Global Markets INC.Broker
October 1999 - June 2008 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - November 1999 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
June 1994 - July 1996 · 2 yrs 1 mo
Olde Discount CorporationBroker
December 1993 - March 1994 · 3 mos
State Registrations12 states
AZCADCFLMINCNVNYPATNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.