Louis M Rusinowitz

Current Employers

Employment History

• 07/2007 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 02/2012 → 07/2023
  Rca Capital Group, Llc
  Garden City, NY
• 07/2023 → Present
  Monogram Wealth Partners
  Garden City, NY
• 10/2025 → Present
  Arkadios Capital
  Atlanta, GA
• 10/2025 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2021-06-29 → 2025-10-03
  Commonwealth Financial Network
  Garden City, NY
  Waltham, MA
  Jericho, NY
  New York, NY
• 2002-02-11 → 2007-07-30
  Equitable Advisors, Llc
  Melville, NY
  Lake Success, NY
  Delray Beach, FL

Other Businesses

1. Fixed insurance sales; as of 01/17/2012; 5% time spent during business hours; Conducted at branch; Investment related. 2. Co-Owner, M1 Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 08/15/00; approximately 0% time spent during business hours; Conducted at branch; Investment related. 3. President and Owner, LMR Planning Services, Inc., a private entity est. as an S-Corp. for personal tax planning purposes; As of 05/01/20; 50% time spent during business hours; Conducted at branch; Not investment related. 4. Monogram Wealth Partners, investment related, 1325 Franklin Avenue, Suite 105, Garden City NY, DBA, Started 072023 5. Serving as Independent Co-Trustee, Not Investment Related, 1325 Franklin Avenue, Suite 105, Garden City, NY, 11530, United States, Fiduciary Services, Independent Co-Trustee, 8/3/2026, 2 hours per month, 0 hours per month during trading hours, Fee Based Compensation, I have been asked by a non-investment client to serve alongside his oldest son as the independent trustee of a few family trusts. The client manages the family investments, and his son has his own investment broker. The family values my financial knowledge and has a high level of trust in me. I will work alongside the oldest son when my client passes and act as the independent co-trustee when he manages the accounts for himself or his siblings. I previously sold three different life insurance policies to my client and two of his children. He is currently paying me under a consulting agreement to assist with his estate planning efforts and retitling of his investment accounts to coordinate with the estate plan. I know all three of his children and am familiar with their personal circumstances. If approved for this role, he and I will enter into a fee arrangement to compensate me for my time as independent co-trustee.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-04
• S63 Uniform Securities Agent State Law Examination
  1996-10-21

Designations

Other Names

• Louis Rusinowitz