RL
RL

Russell Lusterman

25 Years of Experience
Dix Hills, NY
Broker

Russell Lusterman is a registered investment advisor at Cetera Investment Advisers LLC, based in Dix Hills, NY, with 25 years of industry experience. Russell 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Dix Hills, NY

Get directions

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.

Learn about disclosures →
Other Business Activities

Russell owns Russell Lusterman CPA PC, providing bookkeeping services, dedicating a few hours per week. He also owns Lusterman & Co CPAs PC, an accounting and tax preparation firm, taking about a quarter of his time. Finally, Russell works as a notary, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Financial Specialists LLCBroker
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Hochman & Baker Securities, INC.Broker
November 2000 - June 2004 · 3 yrs 7 mos
Pruco Securities CorporationBroker
May 2000 - November 2000 · 6 mos
State Registrations4 states
DEFLNJNY
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.
Russell Lusterman - Financial Advisor | TrueAdvisor