Marc A. Krusko

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CRD#: 1931351

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc A Krusko, who also goes by Marc Angelo Krusko, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1989. Marc had worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marc Angelo Krusko

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 23, 2022 - May 22, 2023

FORUSALL

RIA

CRD#: 167241

Phoenix, AZ

Past

April 28, 2021 - April 6, 2022

MORGAN STANLEY

CRD#: 149777

Tempe, AZ

Past

October 26, 2020 - February 12, 2021

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MESA, AZ

Past

October 16, 1990 - May 1, 1992

NORTHEAST BROKERAGE SERVICES CORPORATION

CRD#: 26601

Past

March 8, 1990 - October 24, 1990

WAMU INVESTMENTS, INC.

CRD#: 599

Past

April 18, 1989 - October 6, 1989

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

April 18, 1989 - October 6, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORUSALL

FORUS ADVISORS, LLC | FORUSALL ADVISORS, LLC | FORUSALL

CRD#: 167241 / SEC#: 801-77865

RIA

Registered Investment Advisory firm - (4/18/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 5/14/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/26/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/21/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/1989

General Securities Representative Examination

Current Firm

FORUSALL

FORUS ADVISORS, LLC | FORUSALL ADVISORS, LLC | FORUSALL

CRD#: 167241 / SEC#: 801-77865

RIA

Registered Investment Advisory firm - (4/18/2013 Approved)

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Contact information

Main Address

Oakland, CA

Mailing Address

809 Laurel St. Unit 1328, San Carlos, CA 94070

Phone number

(844) 401-2253

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/28/2025)

FORUSALL ADVISORS ADV PART 3 (FORM CRS) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	46,824
AUM (Assets Under Management)	$ 1,337,900,000

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.

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Advisor Monitoring

Firm Stability Insights

Marc A. Krusko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MORGAN STANLEY

TRANSAMERICA FINANCIAL ADVISORS, LLC

NORTHEAST BROKERAGE SERVICES CORPORATION

WAMU INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FORUSALL

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2022

Series 63

Date: 11/17/2020

Series 6TO

Date: 10/26/2020

SIE

Date: 3/21/2019

Series 7

Date: 4/15/1989

Current Firm

FORUSALL

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORUSALL

TRUST BUT VERIFY

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