Russell
Lusterman

Cetera Investment Advisers LLC

CRD#4167052
Investment Advisor
in Dix Hills, NY

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About this Advisor

Russell Lusterman is a financial advisor working out of Dix Hills, New York with a total of 2 years of industry experience. Lusterman works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Cetera Investment Advisers LLC, Lusterman, Penn & Co. Cpa'S, Cetera Financial Specialists LLC, Russell Lusterman Cpa Pc and Lusterman & Co Cpas Pc. Lusterman maintains a Series 63 license, qualifying them as a securities broker, and is approved to work in New York. Cetera Investment Advisers LLC is a financial advisory business based in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in total assets between its 176,986 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which service is offered. Fees billed by Cetera Investment Advisers LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Dix Hills, NY

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

NY Average: $6,674,516,078
Total Number of Employees

3,094

NY Average: 44
Total Number of Accounts

176,986

NY Average: 2,564
Average Account Size

$188,469

NY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Russell Lusterman Work History

Russell has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Russell Lusterman Cpa Pc

2016 - Present (8 years)

Lusterman & Co Cpas Pc

2004 - Present (20 years)

Cetera Investment Advisers LLC

2004 - Present (20 years)

Cetera Financial Specialists LLC

1983 - 2015 (32 years)

Lusterman, Penn & Co. Cpa'S

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Russell Lusterman 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 Cetera Investment Advisers LLC

Christopher Debeikes
Medford, OR
Kevin Delvalle
Jacksonville, FL
Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Ricardo Sanchez
Fort Lauderdale, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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