Avi Jonathan Rutstein
Investment adviser representative at Cmg Capital Management Group, Inc.
19 yearsExperience
2 statesRegistered in
$256.5MFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscription
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Metric Financial LLCFeb 2024 to now
- Cmg Capital Management Group, Inc.Mar 2007 to now
- Integral Wealth Securities LLCSep 2021 to Jan 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Cmg Capital Management Group, Inc.
$256.5MAssets managed
538Clients
2Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4552625
- Firm CRD
- 110750