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Jeffrey Russo

35 Years of Experience
Canonsburg, PA
Broker

Jeffrey Russo is a registered investment advisor at Cetera Investment Advisers LLC, based in Canonsburg, PA, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4600 J. Barry Court, Ste. 220, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is a board member for the Water and Sewage Municipal Authority for Plum Borough, voting on agenda items. This activity requires a few hours per week.

Employment History
Current Registrations
Cetera Investment Services LLC
January 2022 - Present · 4 yrs 4 mos
Cetera Investment Advisers LLC
January 2022 - Present · 4 yrs 4 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Citizens Investment Services
January 2020 - July 2020 · 6 mos
Citizens Securities, INC.Broker
October 2019 - July 2020 · 9 mos
Allstate Financial Services, LLCBroker
November 2008 - October 2019 · 10 yrs 11 mos
Investment Professionals, INC.Broker
November 2006 - April 2008 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
March 2006 - November 2006 · 8 mos
Ffp Securities, INC.Broker
July 2005 - February 2006 · 7 mos
Princor Financial Services CorporationBroker
December 2003 - September 2004 · 9 mos
Veravest Investments, INC.Broker
October 2002 - December 2003 · 1 yr 2 mos
Citizens Investment Services CORP.Broker
May 2002 - August 2002 · 3 mos
Dreyfus Service CorporationBroker
May 2001 - November 2001 · 6 mos
Dreyfus Financial Services CorporationBroker
April 1997 - December 2000 · 3 yrs 8 mos
Dreyfus Investment Services Company, LLCBroker
February 1997 - May 2002 · 5 yrs 3 mos
Summit Investment Group, INC.Broker
August 1996 - April 1997 · 8 mos
Pruco Securities CorporationBroker
May 1996 - August 1996 · 3 mos
The Advisors Group, INC.Broker
February 1996 - March 1996 · 1 mo
The O.N. Equity Sales CompanyBroker
May 1995 - January 1996 · 8 mos
Pruco Securities CorporationBroker
June 1987 - August 1996 · 9 yrs 2 mos
State Registrations50 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Russo - Financial Advisor | TrueAdvisor