Alexander Russo (CRD# 6823216) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 5 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Investments Financial Services, LLC | Seattle, WA | Mar 2021 - Current | 3 |
| Jackson National Life Distributors LLC | Nashville, TN | Jul 2018 - Current | 5 |
| Mass Mutual Life Insurance Company | Milwaukee, WI | Jun 2017 - Jul 2018 | 1 |
| Mml Investors Services | Milwaukee, WI | Jun 2017 - Jul 2018 | 1 |
| Indiana University | Bloomington, IN | Aug 2014 - May 2018 | 3 |
| Indiana University Rec Sports | Bloomington, IN | Jan 2015 - Jan 2016 | 1 |
| Russo Financial | Milwaukee, WI | May 2015 - Aug 2015 | < 1 |
| Menomonee Falls High School | Menomonee Falls, WI | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- WI
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Total Assets Under Management52,481MILLIONS
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Total Number of Accounts70,944ACCOUNTS
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Average Account Value$739,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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