Samantha Rusler
Professional summary
Samantha Rusler is a registered financial advisor currently at RED CEDAR INVESTMENT MANAGEMENT located in Cincinnati, Ohio.
Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Samantha has worked at 2 firms and has passed the Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Rusler's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2019 - Present
RED CEDAR INVESTMENT MANAGEMENT
Office #1: 1404 Vine Street 2nd Floor, Cincinnati, OH 45202August 30, 2019 - September 16, 2019
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939 / SEC#: 801-79728
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/24/2019)
Exams
Series 7TO
Date: 8/30/2019
General Securities Representative ExaminationCurrent Firm
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939 / SEC#: 801-79728
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 1,982,345,061 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 07/26/2024 | ||
| 01/26/2024 |
Red Flags
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Company Information
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939Cincinnati, OH 45202TRUST BUT VERIFY
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