Michael Russo, financial advisor Millstone Township NJ

Michael Russo

CRD Number: 2089164
Current Firm: Millstone Financial Group

Michael Russo (CRD# 2089164) is an Investment Advisor Representative working at Millstone Financial Group in Millstone Township, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Millstone Financial Group Limited Liability Company Millstone, NJ Jan 2021 - Current 3
Millstone Financial Group Limited Liability Company Millstone, NJ Aug 2018 - Current 5
Millstone Financial Group Limited Liability Company Millstone, NJ Apr 2012 - Current 11
Park Avenue Securities LLC Millstone, NJ Jan 2008 - Aug 2018 10
Guardian Life Insurance Co Of America Millstone, NJ Sep 2003 - Aug 2018 14
Park Avenue Securities LLC Manasquan, NJ Aug 2003 - Aug 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Michael T. Russo
Phone Number: 732-385-8544
Registered State(s):
  • FL
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $172,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, NJ, NY

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