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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lior Rusinek's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2020 - Present
147TH GROUP LLC
June 28, 2016 - April 8, 2020
MSH CAPITAL ADVISORS LLC
June 17, 2016 - April 8, 2020
M. S. HOWELLS & CO.
August 16, 2004 - July 24, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 16, 2004 - July 24, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2003 - August 19, 2004
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - August 19, 2004
WELLS FARGO CLEARING SERVICES, LLC
November 8, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
March 11, 1992 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
February 10, 1988 - March 9, 1992
UBS FINANCIAL SERVICES INC.
April 10, 1986 - January 28, 1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2020)
(6/10/2021)
Exams
Series 7TO
Date: 3/18/2024
General Securities Representative ExaminationSeries 8
Date: 10/2/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
147TH GROUP LLC
CRD#: 306848 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 30,141,742 |
Red Flags
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