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Avi Jonathan Rutstein

CMG Capital Management Group, Inc.

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About Avi Jonathan Rutstein

Avi Jonathan Rutstein is a financial advisor with over 17 years of experience in the industry. Avi is registered with CMG Capital Management Group, Inc. in Malvern, PA, where Avi has been employed since 2007. Previously, Avi was a financial advisor at Integral Wealth Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Broadway Trading, LLC. Avi holds the Series 7, 7TO, 63 and 65 licenses. Avi specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals.

Firm Information

Avi Rutstein is currently registered with CMG Capital Management Group, Inc.. CMG Capital Management Group, Inc. is an investment advisor based in Malvern, PA. The firm provides financial planning and portfolio management services to individuals and businesses. CMG manages approximately $205 million in assets and has a team of 6 investment advisor representatives.
CMG Capital Management Group, Inc.

10 VALLEY STREAM PARKWAY

MALVERN, PA 19355

$205.26M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Avi Rutstein’s Registration & Firm History

PA

03/05/2007 - Present

CMG Capital Management Group, Inc. (MALVERN PA)

NY

12/03/2021 - 02/05/2024

INTEGRAL WEALTH SECURITIES LLC (NEW YORK NY)

MA

07/24/2003 - 12/31/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/24/2003 - 12/31/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

06/25/2002 - 09/06/2002

BROADWAY TRADING, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/21/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Avi Jonathan Rutstein.
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