Russell Scott Lusterman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2016 → Present
  Russell Lusterman Cpa Pc
  Mineola, NY
• 01/2016 → Present
  Lusterman & Co Cpas Pc
  Mineola, NY

Other Businesses

1) NAME OF OTHER BUSINESS: RUSSELL LUSTERMAN CPA PC; INVESTMENT RELATED: NO; ADDRESS: 250 MINEOLA BLVD, 2ND FL, MINEOLA, NY 11501; NATURE OF BUSINESS: BOOKKEEPING SERVICES; START DATE: 05/2022; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF TRADING HOURS PER WEEK: 5; POSITION/TITLE/RELATIONSHIP: OWNER; BRIEF DESCRIPTION OF DUTIES: MAINTAIN BOOKS & RECORDS; 2) NAME OF OTHER BUSINESS: LUSTERMAN & CO CPAS PC; INVESTMENT RELATED: NO; ADDRESS: 250 MINEOLA BLVD, 2ND FL, MINEOLA, NY 11501; NATURE OF BUSINESS: CPA FIRM; START DATE: 05/2022; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF TRADING HOURS PER WEEK: 32.5; POSITION/TITLE/RELATIONSHIP: OWNER; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING SERVICES & TAX PREPERATION; 3)NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 11/2019; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-02

Other Names

• Ruessell Lusterman