Terance Ruso, financial advisor Rensselaer NY

Terance Ruso

CRD Number: 2966987
Current Firm: Stratos Wealth Partners, Ltd

Terance Ruso (CRD# 2966987) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Rensselaer, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Rensselaer, NY Jul 2018 - Current 3
Lpl Financial LLC Rensselaer, NY Jun 2018 - Current 3
Holistic Wealth Advisors, LLC Clifton Park, NY Oct 2012 - Current 9
Terance M Ruso & Co Cpa's Rensselaer, NY Jan 1997 - Current 24
Cetera Investment Advisers LLC Schaumburg, IL Jul 2006 - Jan 2018 11
Cetera Financial Specialists LLC Schaumburg, IL Oct 2005 - Jan 2018 12
Ruso Terrance Albany, NY Apr 1989 - May 2014 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
Contact Info for Terance M. Ruso
Phone Number: 440-519-2500
Registered State(s):
  • NY
  • OH
By the Numbers
  • Total Assets Under Management
    8,498
    MILLIONS
  • Total Number of Accounts
    25,989
    ACCOUNTS
  • Average Account Value
    $326,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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