Andrew Russo, financial advisor New York NY
90 score

Andrew Russo

CRD Number: 5953053
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andrew Russo (CRD# 5953053) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jul 2013 - Current 3
Rose International New York, NY May 2013 - Jul 2013 < 1
Ziff Davis Inc. New York, NY Mar 2013 - May 2013 < 1
Unemployed New York, NY Aug 2012 - Mar 2013 < 1
Sandler O'neill & Partners, LP New York, NY Jul 2011 - Aug 2012 1
Enforme Interactive Frederick, MD May 2011 - Jul 2011 < 1
George Washington University Washinton, DC Sep 2007 - May 2011 3
George Washington University Washington, DC Jan 2009 - Aug 2010 1
Griffs Landing Frederick, MD May 2009 - Aug 2009 < 1
Invitrogen Frederick, MD May 2008 - Aug 2008 < 1
Invitrogen Frederick, MD May 2007 - Aug 2007 < 1
School Frederick, MD Aug 2001 - May 2007 5
Boes Strings Inc. Frederick, MD Aug 2006 - Feb 2007 < 1
National Institute Of Health Frederick, MD Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Andrew F. Russo
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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