RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Professional profile
- linkedin.com/in/lior-rusinek-4784531breportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- 1•••• G•••• L•• state registered currentsince Jun 10, 2021 · Boca Raton, Fl
- M•• C•••••• A••••••• L•• independent RIAJun 28, 2016 to Apr 8, 2020 · Scottsdale, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 16, 2004 to Jul 24, 2014 · Garden City, Ny
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Aug 19, 2004 · Syracuse, Ny
- P••••••••• E••••• G••••• L•• unclassifiedNov 8, 2002 to Jul 1, 2003 · Syracuse, Ny
- M•• C•••••• A••••••• L•• to 1•••• G•••• L••left Apr 8, 2020, registered Jun 10, 2021 (428 days) · RIA to a state-registered adviser
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•• C•••••• A••••••• L••left Jul 24, 2014, registered Jun 28, 2016 (705 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 19, 2004, registered Aug 16, 2004 (-3 days) · Wirehouse to wirehouse
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address