Kevin D. Rusie
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
INDIANAPOLIS, IN
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CRD#: 6087214
Professional summary
Kevin D. Rusie, CFP®, who also goes by Kevin David Rusie, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Indianapolis, Indiana and FIDELITY BROKERAGE SERVICES LLC located in Indianapolis, Indiana.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kevin has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
I strive to understand clients' unique situations and develop deep relationships in order to build plans together that work towards financial goals for them and their loved ones.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin David Rusie
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin D. Rusie'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®
Education
Indiana University
Master of Business Administration (MBA) - Finance
2021
DePauw University
Bachelor of Arts (BA) - Economics
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8480 Keystone Crossing, Indianapolis, IN 46240-2437RIA
CRD#: 104555
INDIANAPOLIS, IN
Current
September 3, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8480 Keystone Crossing Blvd, Indianapolis, IN 46240BD
CRD#: 7784
Indianapolis, IN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
INDIANAPOLIS, IN
Past
April 23, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
INDIANAPOLIS, IN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(9/29/2023)
RR
Arizona(9/19/2012)
RR
Arkansas(10/4/2024)
RR
California(1/5/2022)
RR
Colorado(3/21/2025)
RR
Connecticut(8/3/2021)
RR
District of Columbia(10/8/2021)
RR
Florida(9/19/2012)
RR
Georgia(1/21/2022)
RR
Illinois(9/19/2012)
RR
Indiana(9/19/2012)
IAR
Indiana(3/31/2025)
RR
Kentucky(4/30/2024)
RR
Maine(8/6/2025)
RR
Massachusetts(1/25/2022)
RR
Michigan(9/19/2012)
RR
Minnesota(1/4/2024)
RR
New York(1/9/2024)
RR
North Carolina(9/20/2012)
RR
Ohio(4/19/2022)
RR
Oregon(2/8/2024)
RR
Texas(9/19/2012)
IAR
Texas(3/31/2025)
RR
Vermont(4/11/2024)
RR
Virginia(1/6/2017)
RR
Washington(1/6/2017)
RR
Wisconsin(8/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Indianapolis, INTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
