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Avi Jonathan Rutstein

Cmg Capital Management Group, Inc.

Malvern, PA

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Current Employers
Cmg Capital Management Group, Inc.

75 Valley Stream Parkway Suite 201, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-22
PA RA APPROVED 2007-03-05
  • TX RA
    APPROVED_RES
    Since 2025-10-22
  • PA RA
    APPROVED
    Since 2007-03-05

Branch Locations

75 Valley Stream Parkway Suite 201, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cmg Capital Management Group, Inc. Malvern PA 03/2007 Present
Integral Wealth Securities Llc Miami FL 09/2021 01/2024
Metric Financial Llc Atlanta GA 02/2024 Present
  • 03/2007 → Present
    Cmg Capital Management Group, Inc.
    Malvern, PA
  • 09/2021 → 01/2024
    Integral Wealth Securities Llc
    Miami, FL
  • 02/2024 → Present
    Metric Financial Llc
    Atlanta, GA
Previous Registrations
  • 2006-09-04 → 2009-12-18
    Cmg Investment Advisors,Llc
    King Of Prussia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-21
S65 Uniform Investment Adviser Law Examination 2006-09-01
  • S63 Uniform Securities Agent State Law Examination
    2021-12-21
  • S65 Uniform Investment Adviser Law Examination
    2006-09-01

View on SEC IAPD

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