Anthony RussoCRD Number: 3106695
Current Firm: H.d. Vest Advisory Services, Inc.
Anthony Russo (CRD# 3106695) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pottstown, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|H.d. Vest Investment Services||Wyomissing, PA||Aug 1998 - Current||19|
|Anthony Russo, Cpa||Pottstown, PA||Jan 1998 - Current||19|
|Russo Financial Group||Wyomissing, PA||Jan 1989 - Current||28|
|Anthony Russo Cpa||Reading, PA||Jan 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV