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Joseph D Rusbarsky

Cetera Investment Advisers LLC

Freehold, NJ

CRD 5207140

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-12-13
  • NJ RA
    APPROVED
    Since 2021-12-13

Branch Locations

3514 Rte 9 S, Freehold, NJ 07728 • 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
Metlife Securities Inc. Wall Township NJ 01/2015 03/2017
Mml Investors Services, Llc Wall Township NJ 03/2017 07/2018
Massachusetts Mutual Life Insurance Company Springfield MA 03/2017 07/2018
Santander Bank, Na Boston MA 07/2018 08/2020
Santander Securities, Llc Dorchester MA 07/2018 08/2020
Securian Financial Services Inc St Paul MN 01/2021 Present
Allied Wealth Partners Manasquan NJ 01/2021 Present
Minnesota Life Insurance Co St Paul MN 01/2021 Present
Unemployed Point Pleasant NJ 07/2020 01/2021
Cetera Investment Services Llc St Cloud MN 12/2021 Present
Cetera Investment Advisers Llc Freehold NJ 12/2021 Present
Provident Bank Freehold NJ 12/2021 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Wall Township, NJ
  • 03/2017 → 07/2018
    Mml Investors Services, Llc
    Wall Township, NJ
  • 03/2017 → 07/2018
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 07/2018 → 08/2020
    Santander Bank, Na
    Boston, MA
  • 07/2018 → 08/2020
    Dorchester, MA
  • 01/2021 → Present
    Securian Financial Services Inc
    St Paul, MN
  • 01/2021 → Present
    Allied Wealth Partners
    Manasquan, NJ
  • 01/2021 → Present
    Minnesota Life Insurance Co
    St Paul, MN
  • 07/2020 → 01/2021
    Unemployed
    Point Pleasant, NJ
  • 12/2021 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 12/2021 → Present
    Freehold, NJ
  • 12/2021 → Present
    Provident Bank
    Freehold, NJ
Previous Registrations
  • 2021-01-12 → 2021-12-02
    Securian Financial Services, Inc.
    Manasquan, NJ
  • 2018-08-06 → 2020-08-28
    Toms River, NJ
    Villanova, PA
    Jackson, NJ
    Ocean, NJ
    Jackson, NJ
    Freehold, NJ
    Lakewood, NJ
    Lakewood, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-28
S63 Uniform Securities Agent State Law Examination 2007-01-29
  • S66 Uniform Combined State Law Examination
    2018-06-28
  • S63 Uniform Securities Agent State Law Examination
    2007-01-29
Other Names
  • Joseph D Rusbarsky
  • Joseph Rusbarsky
  • Joseph Daniel Rusbarsky
  • Joseph Daniel Rusbarsky

View on SEC IAPD

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