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Christopher Lee Rusaw

Advisor at StoneX Advisors Inc. — Moosup, CT

Updated today

Credentials

Series 66

Experience

2 years

Location

Moosup, CT

StoneX Advisors Inc.

Multi-team

Total advisors

229

Across 118 offices

Clients per advisor

43 Low

Avg AUM per client

$501,072 Typical

HNW client ratio

10% Low

About

Christopher Rusaw is a financial advisor with StoneX Advisors Inc., holding a Series 66 credential and two years of industry experience. He has been with StoneX Advisors since 2024 and previously worked with StoneX Securities Inc. Outside of finance, Rusaw teaches 8th grade Early American History and leads an afterschool Financial Fun Club focused on basic economic principles and the Stock Market Game at Plainfield Board of Education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a range of advisor-managed portfolios, proprietary models, third-party money managers, and technology platforms to implement investment strategies.

Client services

Based on StoneX Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on StoneX Advisors Inc.

ESG / Sustainable investing

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Fee options

Fixed

Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure

Percentage

$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)

Project-based

Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure

Other

Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts

Location

See office

Moosup, CT

Moosup CT

Advisors at this office

1

Most active in

Connecticut

Work history

2 years of industry experience

StoneX Advisors Inc.

2024 - Present • 2 years

Moosup, CT

StoneX Securities Inc

2022 - Present • 4 years

Moosup, CT

Plainfield Board of Education

2018 - Present • 8 years

Plainfield, CT

Norwich Free Academy

2016 - 2021 • 5 years

Norwich, CT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Active portfolio management
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Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a CFP® professional with 25 years of industry experience. He is currently with FCIG Wealth Management, LLC and has held prior roles at Commonwealth Financial Network and his own firm, Massucci & Associates, LLC, which he continues to own and operates as a business consulting entity. He also serves as a trustee and executor in a non-investment capacity. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities by providing wealth management that integrates discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and risk tolerances.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Daniel M

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a financial advisor at FCIG Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for one year and previously worked in various roles including positions at Isoplexis and ownership of Massucci & Associates, LLC since 2010. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning through a combination of sub-advisors and third-party platforms. The firm tailors investment programs to client objectives and conducts regular account reviews while providing integrated insurance and tax services.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Matthew S

CFP®

Sterling, CT

Axis Wealth Partners, LLC

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Daniel D

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with experience at Massucci & Associates, LLC, Marcum Wealth, LLC, and PwC. He holds a Series 65 designation and has been in the financial industry since 2019. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities, providing wealth management through discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs according to clients’ objectives, risk tolerances, and time horizons.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Ryan B

Series 63, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FCIG Wealth Management in 2024, he worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of advisory services, he is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers wealth management with discretionary asset management and financial planning, utilizing sub-advisors and a third-party platform to manage a range of assets tailored to clients’ objectives and risk tolerances.

Private / alternative investments Tax-loss harvesting Annuities
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