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Alexander Russo

36 Years of Experience
Broker

Alexander Russo is a registered investment advisor at Santander Securities, based in Brooklyn, NY, with 36 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,401 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
153 advisors
Number of Clients
10,401 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management

Santander Securities LLC offers wrap fee advisory programs where you pay a single fee that covers investment management and other services. The annual fee is a percentage of your portfolio's value, calculated at the end of each quarter. The percentage varies depending on the program you choose and the amount you invest. The fee includes the cost of the firm's services and fees associated with the platform they use. Investment manager fees range from 0.15% to 1.00% and are in addition to the program fee. Fees may be negotiable.

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Location

215 Atlantic Avenue, Brooklyn, NY, 11201

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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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Employment History
Current Registrations
Santander Securities
July 2024 - Present · 1 yr 9 mos
Santander Securities LLCBroker
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2022 - April 2024 · 1 yr 7 mos
Citigroup Global Markets INC.
September 2022 - April 2024 · 1 yr 7 mos
Citizens Securities, INC.Broker
August 2022 - September 2022 · 1 mo
Citizens Securities, INC.
August 2022 - September 2022 · 1 mo
Cetera Investment Advisers LLC
April 2020 - August 2022 · 2 yrs 4 mos
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April 2020 - August 2022 · 2 yrs 4 mos
Hsbc Securities (USA) INC.
August 2017 - April 2020 · 2 yrs 8 mos
Hsbc Securities (USA) INC.Broker
August 2017 - April 2020 · 2 yrs 8 mos
J.P. Morgan Securities LLC
May 2014 - July 2017 · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
May 2014 - July 2017 · 3 yrs 2 mos
Invest Financial Corporation
May 2012 - May 2014 · 2 yrs
Invest Financial CorporationBroker
May 2012 - May 2014 · 2 yrs
Capital One Financial Advisors LLC
July 2009 - April 2012 · 2 yrs 9 mos
Capital One Investment Services LLCBroker
December 1994 - April 2012 · 17 yrs 4 mos
Mds Securities IncorporatedBroker
December 1994 - April 1996 · 1 yr 4 mos
Invest Financial CorporationBroker
July 1993 - December 1994 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - May 1993 · 2 yrs
Lehman Brothers INC.Broker
October 1988 - May 1991 · 2 yrs 7 mos
State Registrations4 states
NCNJNYPA
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.