Richard Russillo
Richard Russillo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Toccoa, GA, with 32 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Toccoa, GA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard sells insurance on occasion through Solid Rock Financial Wealth Management and works as an advisory representative for asset management. He also owns Rich 'N Deals, an online sports cards and memorabilia store, taking about half of Richard's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Keogler, Morgan & Company, INC.Broker
1717 Capital Management CompanyBroker
State Registrations14 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.