Ryan Russo (CRD# 6564538) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Chesapeake, VA and has over 8 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Elan Wealth Management, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Chesapeake, VA | Jul 2017 - Mar 2024 | 6 |
| Raymond James Financial Services Advisors Inc. | Chesapeake, VA | Jul 2017 - Mar 2024 | 6 |
| Freedom Street Partners | Chesapeake, VA | Jul 2017 - Mar 2024 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk, VA | Sep 2015 - Jul 2017 | 1 |
| Bank Of America, N.a. | Norfolk, VA | Mar 2016 - Aug 2016 | < 1 |
| Independent Consultant | Chesepeake, VA | Feb 2015 - Sep 2015 | < 1 |
| U.s. Auto Excellence | Virginia Beach, VA | Nov 2014 - Jun 2015 | < 1 |
| Linxx Academy | Virginia Beach, VA | Jun 2004 - Feb 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- NC
- TX
- VA
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Total Assets Under Management135MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$327,611
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NC, TX, VA
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