George
Rusnak

Wells Fargo Investment Institute, Inc

CRD#2142622
Investment Advisor
in Princeton, NJ

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About this Advisor

George Rusnak is a financial advisor based in Princeton, New Jersey, working with Wells Fargo Investment Institute, Inc. George has previously held positions at Wells Fargo Investment Institute, Inc and Wells Fargo Bank Na. George has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, George is part of Wells Fargo Investment Institute, Inc, which operates out of Princeton, New Jersey. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

302 Carnegie Ctr Floor 02
Princeton, NJ 08540-6374

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Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$43,998,251,201

NJ Average: $3,625,019,099
Total Number of Employees

251

NJ Average: 22
Total Number of Accounts

20,338

NJ Average: 1,917
Average Account Size

$2,163,352

NJ Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

George Rusnak Work History

2021 - Present (3 years)

Wells Fargo Investment Institute, Inc

2007 - 2021 (14 years)

Wells Fargo Bank Na

Disclosures

Please visit the SEC profile of George Rusnak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wells Fargo Investment Institute, Inc

Bryan Cline
Bend, OR
Jordan Topal
Raleigh, NC
Richard Burke
Charlotte, NC
Wyatt Priddle
Charlotte, NC
David Lipsey
Los Angeles, CA
Matthew Hope
Dallas, TX
Alexander Baran
Salt Lake City, UT
Jonathan North
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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