Lior Rusinek
Professional Summary
Lior Rusinek, who also goes by Lee Rusinek, Lee Rusinek, is a registered financial advisor currently at 147TH GROUP LLC located in Boca Raton, Florida. Lior is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lior has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 3, Series 7, Series 10, Series 9 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lee Rusinek, Lee Rusinek
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
147TH GROUP LLC
Contact Information
Main Address
Boca Raton, FLPhone Number
(516) 510-5969# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
39AUM (Assets Under Management)
$30,075,705Similar Advisors
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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.
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State Registrations and Notice Filings
(3/9/2020)
(6/10/2021)
(11/18/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2024About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2024About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Oct 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lior Rusinek's CRS (Customer Relationship Summary).
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