A complete list of active advisors currently associated with SUMUS Financial LLC

Warmer can help you find a great advisor at SUMUS Financial LLC or one who fits your needs even better.

The firm provides investment advisory and wealth management services to individuals, high net worth clients, and businesses, offering discretionary portfolio management alongside comprehensive financial planning. It also makes stand-alone planning available through both hourly and fixed-fee arrangements and may refer clients to outside specialists as part of broader advice. Investment decisions are driven by fundamental analysis with a generally long-term orientation, and portfolios are typically constructed using low-cost mutual funds and ETFs while being rebalanced or adjusted as needed. The firm may implement part of a client’s strategy through unaffiliated independent managers and conducts initial and ongoing oversight of those managers. What is distinctive about this adviser is its mix of fee arrangements (hourly and fixed planning fees) and its formal affiliation with an insurance brokerage whose representatives may receive commission income, a potential conflict of interest that is disclosed in its brochure. The firm is newly registered and currently reports no assets or clients, does not manage private investment funds, and participates on an institutional custodian platform that provides technology and other economic benefits to the firm.

To learn more about the advisors currently working at SUMUS Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cesar Cortes	Shelton, CT	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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