Christopher Lee Rusaw

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 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

• 01/2013 → 09/2016
  The Home Depot
  Montville, CT
• 08/2016 → 06/2021
  Norwich Free Academy
  Norwich, CT
• 01/2018 → Present
  Plainfield Board Of Education
  Plainfield, CT
• 12/2022 → Present
  Stonex Securities Inc
  Moosup, CT
• 08/2024 → Present
  Stonex Advisors Inc.
  Moosup, CT

Other Businesses

1) Business Name: Plainfield Board of Education - 651 Norwich Rd, Plainfield, CT 06374 Nature of Business: Public Middle School Teacher Investment Related: No Business Position: Teacher Business Duties: I Teach 8th grade Early American History in a public school. Business Start Date: 01/08/2018 Approximately 160 hours spent on this OBA monthly, with 5.5 during market hours. 2) Business Name: Plainfield Board of Education - 75 Canterbury Road, Plainfield CT 06374 Nature of Business: An afterschool club that learns about basic financial and economic principals and participates in the Stock Market Game, using paper money to compete against other schools. Investment Related: No Business Position: Social Studies Teacher-After School Club-Financial Fun Club Business Duties: As a Social Studies/Economics teacher I educate 6-8th graders on basic principals of markets, economics, and register them for the Stock Market Game. Business Start Date: 08/22/2024 Approximately 4 hours spent on this OBA monthly, with 4 during market hours. 3) Business Name: Plainfield Board of Education - 75 Canterbury Road, Plainfield CT 06374 Nature of Business: Tech Mentors help teachers in their building with hardware and software used in the building for educational purposes. Investment Related: No Business Position: Social Studies Teacher-Technology Mentor Business Duties: I assist teachers with technology issues that are not at the level of our district IT issues, and help them use technology to aid their teaching practice. Business Start Date: 08/22/2024 Approximately 5 hours spent on this OBA monthly, with 5 during market hours. 4) Business Name: Plainfield Board of Education - 75 Canterbury Road, Plainfield CT 06374 Nature of Business: The Teacher Learning Committee is a committee in our school district comprised of teachers from all 5 schools, working together on curriculum, professional development, and other district goals. Investment Related: No Business Position: Social Studies Teacher-Teacher Learning Committee Business Duties: Attending meetings and giving input on behalf of my school (Plainfield Central Middle School) and our teachers. Business Start Date: 08/22/2024 Approximately 2 hours spent on this OBA monthly, with 1 during market hours. 5) Business Name: Plainfield Board of Education - 75 Canterbury Road, Plainfield CT 06374 Nature of Business: CT TEAM is a program that pairs veteran teachers with new teachers to aid them in the beginning years of teaching and make sure they're proficient in the practice of teaching. Investment Related: No Business Position: Social Studies Teacher-Teacher Education & Mentoring Program (TEAM) Business Duties: I meet with a newer teacher a few times a month and help them complete the TEAM modules required by our state. Business Start Date: 08/22/2024 Approximately 2 hours spent on this OBA monthly, with 0 during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02

Other Names

• Chris Lee Rusaw
• Christopher Lee Rusaw