Anthony Russo
Anthony Russo is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Oxnard, CA, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1000 Town Center Dr., Suite 450, Oxnard, CA, 93030
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2005Regulatory
August 1997Employment Separation After Allegations
June 1996Other Business Activities
Anthony is the president of Referrals Unlimited, a networking group, spending a few hours per week. He is also a board member of the Island Forest Homeowners Association, dedicating minimal time each month.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations38 states
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.