Terance Marcel Ruso

Current Employers

Employment History

• 01/1997 → Present
  Terance M Ruso & Co Cpa'S
  Rensselaer, NY
• 10/2005 → 01/2018
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2006 → 01/2018
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2012 → Present
  Holistic Wealth Advisors, Llc
  Clifton Park, NY
• 06/2018 → Present
  Lpl Financial Llc
  Rensselaer, NY
• 07/2018 → Present
  Stratos Wealth Partners, Ltd
  Rensselaer, NY

Other Businesses

1)07/03/2018 - CPA Affiliate Program - Terence M Ruso CPA - 100% - Rensselaer, NY 12144 2)07/03/2018 - Real Estate Rental - I Buy Homly Homes - 156 Broadway, Rensselaer NY 12144 - 1% - Rensselaer, NY 12144 3)07/03/2018 - Non-Profit Board Member - City of Rensselaer Zoning Board of Appeals - 1% - Rensselaer, NY 12144 4)07/03/2018 - Non-Profit Board Member - Rensselaer Housing Authority - 1% - Rensselaer NY 12144 5)07/03/2018 - Real Estate Rental - EDT Properties - 696 S Shore Rd Edinburg, NY, 12134 - 2% - Edinburg, NY 12134 6)07/03/2018 - Real Estate Rental - 152 Broadway Rensselaer NY, 12144 - 1% - Rensselaer, NY 12144 7)07/03/2018 - Real Estate Rental - Rusoville Properties LLC - 1471-14 Broadway Rensselaer, NY 12144 - 1% - Rensserlaer, NY 12144 8)07/03/2018 - DBA for LPL Business (entity for LPL business) - Holistic Wealth Advisors - 100% - Rensselaer, NY 12144 9)07/03/2018 - DBA for LPL Business (entity for LPL business) - Stratos Wealth Partners - 100% - Rensselaer, NY 12144 10) 7/3/2018 - Rental property - Investment Related - 1471-14 Broadway; Rensselaer, NY - Real Estate Rental - Start Date:11/01/2007 - 3 Hours Per Month/0 Hours During Trading - Time Spent: 1%. 11) 8/3/2018 - Stratos Wealth Partners, LTD - DBA: Holistic Wealth Advisor - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:02/01/2018 - 160 Hours Per Month/8 Hours During Trading - Time Spent: 100%. 12)8/3/2018 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:02/01/2018 - 160 Hours Per Month/8 Hours During Trading - Time Spent: 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 02/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-26