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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| 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 |
- CT
-
Total Assets Under Management2,669MILLIONS
-
Total Number of Accounts20,938ACCOUNTS
-
Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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