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Christopher Rusaw

1 Year of Experience
Moosup, CT
Broker

Christopher Rusaw is a registered investment advisor at Stonex Advisors INC., based in Moosup, CT, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
244 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Annual Fee:$200

StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.

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Location

Moosup, CT

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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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Other Business Activities

Christopher is a public middle school teacher for the Plainfield Board of Education, dedicating nearly full-time hours to this role. He also participates in various school-related activities, including an after-school financial club, technology mentoring, a teacher learning committee, and a teacher mentoring program, dedicating minimal time to each.

Employment History
Current Registrations
Stonex Advisors INC.
August 2024 - Present · 1 yr 9 mos
Stonex Securities INC.Broker
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
CT
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.
Christopher Rusaw - Financial Advisor | TrueAdvisor