Dane Rutstein

I2I ANALYTICS

Evanston, IL

Some features on this profile are disabled

CRD#: 1184918

Professional summary

Dane Rutstein is a registered financial advisor currently at I2I ANALYTICS, LLC located in Evanston, Illinois.

Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Dane has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Rutstein's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2016 - Present

I2I ANALYTICS, LLC

RIA

CRD#: 144637

Evanston, IL

Past

November 6, 2013 - December 31, 2015

I2I ANALYTICS, LLC

RIA

CRD#: 144637

EVANSTON, IL

Past

January 10, 2011 - June 19, 2013

MORGAN STANLEY

RIA

CRD#: 149777

DEERFIELD, IL

Past

September 28, 2010 - June 19, 2013

MORGAN STANLEY

CRD#: 149777

DEERFIELD, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/12/2018)

IAR

Illinois
(10/3/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/27/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/27/2010

General Securities Representative Examination

Current Firm

I2I ANALYTICS, LLC

I 2 I ANALYTICS, LLC | I2I WEALTH MANAGEMENT | I2I ANALYTICS, LLC

CRD#: 144637 / SEC#:

California

Registered Investment Advisory firm - (1/29/2016 Revoked)

Florida

Registered Investment Advisory firm - (3/12/2018 Approved)

Illinois

Registered Investment Advisory firm - (10/3/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Evanston, IL

Mailing Address

Phone number

(773) 852-4467

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 81,712,558

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dane Rutstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Rutstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

I2I ANALYTICS, LLC

I2I ANALYTICS, LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2010

Series 7

Date: 9/27/2010

Current Firm

I2I ANALYTICS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

I2I ANALYTICS, LLC

TRUST BUT VERIFY

Similar Advisors