Charles Rutan
Charles Rutan is a registered investment advisor at Cetera Investment Advisers LLC, based in Grosse Pointe Farms, MI, with 41 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
21 Kercheval Ave Suite 200, Grosse Pointe Farms, MI, 48236
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an agent selling disability, annuities, life, prepaid legal, health, and long-term care insurance since 2008, dedicating full-time hours to this. He also owns St. Clair Investment Advisors, LLC, where he works as a manager in sales and service, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities CorporationBroker
USA Financial Group, INC.Broker
Korn, Womack, Stern and Associates, INC.Broker
First Chesapeake Securities CorporationBroker
The Saxon Group, INC.Broker
Heritage Securities CorporationBroker
Massachusetts Mutual Life Insurance CompanyBroker
Mutual Service CorporationBroker
State Registrations2 states
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.