Joseph Russo, financial advisor Morristown NJ

Joseph Russo

CRD Number: 407792
Current Firm: Private Advisor Group, LLC

Joseph Russo (CRD# 407792) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 42 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Private Advisor Group, LLC Cedar Rapids, IA Sep 2019 - Current 2
Lpl Financial, LLC Cedar Rapids, IA Jul 2012 - Current 10
Advantage Investment Management, LLC Naples, FL Sep 2008 - Dec 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination Oct 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph R. Russo
Phone Number: 973-538-7010
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    33,941
    MILLIONS
  • Total Number of Accounts
    116,249
    ACCOUNTS
  • Average Account Value
    $291,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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