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Michael Russo

35 Years of Experience
Staten Island, NY
2 DisclosuresBroker

Michael Russo is a registered investment advisor at Wells Fargo Advisors, based in Staten Island, NY, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4864 Arthur Kill Road, Unit 1 A 1 B, Staten Island, NY, 10309

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2012
Denied
Customer Dispute
August 2003
Denied
Other Business Activities

Michael owns Mike Anthony Group and dedicates full-time hours to it. He also serves as a trustee, power of attorney, administrator, and executor for various family members' investment-related activities, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2016 - Present · 9 yrs 8 mos
Wells Fargo Advisors
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2016 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2016 · 7 yrs 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
April 1990 - October 2004 · 14 yrs 6 mos
State Registrations28 states
ALARAZCACOCTDEFLGAILKYMAMDMIMONCNHNJNMNYOHPASCTNTXUTVAWA
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.
Michael Russo - Financial Advisor | TrueAdvisor