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Edward Andrew Rusowicz

Kestra Advisory Services, LLC

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About Edward Andrew Rusowicz

Edward Rusowicz is a financial advisor with Kestra Advisory Services, LLC. Edward is also an Investment Advisor Representative with the firm and has been a Registered Representative since 1992. Edward has been a member of the financial industry since 1999. Edward is a CERTIFIED FINANCIAL PLANNER™ and has been registered with the state of California since 2005.

Firm Information

Edward Rusowicz is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Edward Rusowicz’s Registration & Firm History

CA

04/19/2016 - Present

Kestra Advisory Services, LLC (ENCINO CA)

NE

03/18/2003 - 06/17/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

NY

10/20/1998 - 10/23/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MN

04/22/1992 - 06/01/1992

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 11/06/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/20/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Edward Andrew Rusowicz. Review regulatory record here.
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