Avi Rutstein is a registered investment advisor, based in Malvern, PA, with 20 years of industry experience.
Location
75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355
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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
Avi is an officer/partner in CMG Insurance Solutions, an insurance agency selling life insurance and fixed indexed annuities since 2021. Avi spends about 10-20% of his time overseeing management and growth of the company and selling insurance products.
Employment History
Current Registrations
Metric Financial, LLC
Metric Financial, LLCBroker
Cmg Capital Management Group, INC.
Previous Registrations
Integral Wealth Securities LLCBroker
Cmg Investment Advisors,llc
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Broadway Trading, LLCBroker
State Registrations14 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.