Terance Ruso (CRD# 2966987) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Rensselaer, NY and has over 25 years of experience in the finance industry.
CRD# 1763863
Osaic Advisory Services, LLC
CRD# 6468527
Atlas Private Wealth Management, LLC
CRD# 4293316
Del-sette Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Partners, Ltd | Rensselaer, NY | Jul 2018 - Current | 5 |
| Lpl Financial LLC | Rensselaer, NY | Jun 2018 - Current | 5 |
| Holistic Wealth Advisors, LLC | Clifton Park, NY | Oct 2012 - Current | 11 |
| Terance M Ruso & Co Cpa's | Rensselaer, NY | Jan 1997 - Current | 27 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2006 - Jan 2018 | 11 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2005 - Jan 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
- NY
- OH
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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