Jeffrey Russitano, financial advisor Cheshire CT

Jeffrey Russitano

CRD Number: 7118041
Current Firm: Sound Income Strategies, LLC

Jeffrey Russitano (CRD# 7118041) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Cheshire, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Income Strategies LLC Fort Lauderdale, FL Dec 2023 - Current < 1
Scranton Financial Group LLC Westbrook, CT Dec 2023 - Current < 1
Edward Jones St Louis, MO May 2019 - Dec 2023 4
Unitedhealthcare Rocky Hill, CT Jan 2007 - May 2019 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jeffrey S. Russitano
Phone Number: 954-487-1860
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    3,001
    MILLIONS
  • Total Number of Accounts
    24,067
    ACCOUNTS
  • Average Account Value
    $124,700
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States

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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