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Christopher Russo

33 Years of Experience
Holmdel, NJ
BrokerSells Insurance

Christopher Russo is a registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

761 Palmer Ave, Holmdel, NJ, 07733

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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 ActivitiesSells Insurance

Christopher is involved with Coda Logistics and Distribution, which is investment related. He also has a company health insurance plan with Benefits Mall, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
June 2015 - February 2020 · 4 yrs 8 mos
Royal Alliance Associates, INC.
June 2015 - February 2020 · 4 yrs 8 mos
UBS Financial Services INC.
August 2010 - July 2015 · 4 yrs 11 mos
UBS Financial Services INC.Broker
February 2009 - July 2015 · 6 yrs 5 mos
Wachovia Securities, LLCBroker
May 2001 - February 2009 · 7 yrs 9 mos
Fahnestock & CO. INC.Broker
February 1993 - June 2001 · 8 yrs 4 mos
State Registrations19 states
AZCACTFLGAHIKSMEMNNCNJNVNYPARITNTXVAWA
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.
Christopher Russo - Financial Advisor | TrueAdvisor