Lior Rusinek
Advisor at 147th Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
147th Group LLC
Location
Boca Raton, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
38 years
About
Lior Rusinek is a financial advisor at 147th Group LLC in Boca Raton, FL, with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with 147th Group since 2016. Prior to this, he worked at MSH Capital Advisors, LLC and M.S. Howells & Co. from 2016 to 2020. 147th Group provides discretionary portfolio management primarily to individuals, high-net-worth clients, and retirement accounts, emphasizing dividend and growth equities alongside mutual funds, ETFs, fixed-income securities, and Treasury-inflation-protected bonds. The firm manages roughly $30 million and develops individualized Investment Policy Statements for each client.
Fee options
$250,000 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.60% annually $20,000,001+: Negotiable
10.00% performance fee on capital appreciation for qualified clients.
Account minimum: $250,000
Location
Boca Raton, FL
Most active in
Lior R has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Work history
147th Group LLC
2016 - Present (10 years)
MSH Capital Advisors, LLC
2016 - 2020 (4 years)
M.S. Howells & Co.
2016 - 2020 (4 years)
Unemployed
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Alonso R
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
Jason K
CFP®, Series 66
Highland Beach, FL
Grow Planning, LLC
Steven S
Series 65
Boynton Beach, FL
Leslie Gale Advisors, LLC
Charles A
Series 63, Series 65
Boca Raton, FL
Ideas in Finance
Jubin K
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Eric S
Series 63, Series 66
Boca Raton, FL
Sikes Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")