CR
Charles E. Rusmisel
TRUIST ADVISORY SERVICES
COVINGTON, VA 24426
Some features on this profile are disabled
CRD#: 2399941
CR
Professional summary
Charles Eugene Rusmisel, who also goes by Charlie Rusmisel, Chas Rusmisel, Chuck Rusmisel, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Covington, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Pearisburg, Virginia.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Charles has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charlie Rusmisel | Chas Rusmisel | Chuck Rusmisel
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.
RENTAL PROPERTY POSITION: Landlord NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 1205 C University Terrace, Blacksburg VA 24060 DESCRIPTION: Rental apartment at Virginia Tech. My sons and their friends live in the apartment. TEMPLE BAPTIST CHURCH POSITION: Personnel committee NATURE: Meet as needed for personnel issues. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 300 Stratton Street, Covington VA 24426 CLIFTON MIDDLE SCHOOL WRESTLING TEAM HEAD COACH POSITION: Head Wrestling Coach NATURE: Head Wrestling Coach for the Clifton Middle School Eagles. Conducting practices as coaching matches. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2020 ADDRESS: 100 Central Circle, Low Moor, VA 24457 DESCRIPTION: Coach Middle School wrestlers in introductory wrestling skills, helping them understand the rigors and expectations of athletic competition, educating them on proper diet and weight management, attending and coaching athletes at up to 5 matches during the season which ends in Mid-February. This activity is concurrent with my existing Alleghany High School assistant coach. ALLEGHANY COUNTY REGISTRAR POSITION: Poll employee NATURE: State and Federal Elections INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2023 ADDRESS: Covington VA, United States DESCRIPTION: Open and supervise polling precinct insuring accurate counting of citizens votes
CRS (Client Relationship Summary) - RIA
Click below to view Charles Eugene Rusmisel'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®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1201 S Craig Ave Fl 1, Covington, VA 24426RIA
CRD#: 283390
COVINGTON, VA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 800 Wenonah Ave, Pearisburg, VA 24134Office #2: 1105 Bob White Blvd, Pulaski, VA 24301Office #3: 537 E Nelson St, Lexington, VA 24450Office #4: 4033 Lee Jackson Hwy, Greenville, VA 24440Office #5: 1201 S Craig Ave, Covington, VA 24426Office #6: 2771 Main St, Hot Springs, VA 24445BD
CRD#: 17499
Pearisburg, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
November 1, 2002 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
LEXINGTON, VA
Past
November 1, 2002 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
LEXINGTON, VA
Past
September 30, 2002 - October 25, 2002
NCF FINANCIAL SERVICES, INC.
RIA
CRD#: 120471
ROANOKE, VA
Past
September 30, 2002 - October 25, 2002
NCF FINANCIAL SERVICES, INC.
BD
CRD#: 120471
DURHAM, NC
Past
June 17, 2002 - September 30, 2002
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
ROANOKE, VA
Past
May 24, 2002 - September 30, 2002
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
November 10, 2000 - June 6, 2002
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
ROANOKE, VA
Past
March 15, 2000 - June 6, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
September 22, 1993 - March 3, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/17/2021)
RR
Maryland(2/17/2021)
RR
New Mexico(1/5/2024)
RR
North Carolina(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(11/14/2024)
RR
Virginia(2/17/2021)
IAR
Virginia(2/17/2021)
RR
West Virginia(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
