Career
George Rusnak has been Director (Board Member) of Wells Fargo Investment Institute since November 2023. George Rusnak is a control person of the firm and directly owns under 5% of it.
Wells Fargo Investment Institute, Inc. is a Charlotte, NC firm with $43B under management, 12,216 clients and 143 advisers across 3 offices, as of its March 2026 filing.
- – present · 4 yearsPrinceton, NJ · Adviser representative · Firm CRD 133204
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Pennsylvania | Approved | 18 January 2022 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 1994 |
| Series 7 | General Securities Representative Examination | 29 May 1991 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- George Edward Rusnak
- CRD
- 2142622
- Office
- 302 Carnegie Ctr, Floor 02, Princeton, NJ 08540-6374
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does George Rusnak work?
George Rusnak has been Director (Board Member) of Wells Fargo Investment Institute, Inc. since November 2023, and is a control person of the firm.
Is George Rusnak a financial advisor?
Yes. George Rusnak has a current investment-adviser registration in Pennsylvania, through Wells Fargo Investment Institute since January 2022.
How many years of experience does George Rusnak have?
George Rusnak has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has George Rusnak passed?
George Rusnak has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 1991.
Where is George Rusnak based?
George Rusnak’s registered office is in Princeton, NJ.
Leadership at Wells Fargo Investment Institute
- Darrell CronkPresident and Chief Investment Officer, Director (Board Member)
- Haley RonzioChief Financial Officer, Treasurer
- Gregory SigmundChief Operating Officer, Director (Board Member)
- David WilliamsChief Compliance Officer
- Britta MccorduckManaging Director and Secretary
- Barry SommersDirector (Board Member)