Gregory Russo is a ChFC-designated registered investment advisor, based in Allentown, PA, with 30 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1345 Airport Rd, Allentown, PA, 18109
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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.
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Gregory owns a two-unit apartment building and manages the rental property largely through a real estate agent. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Knbt Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Mony Securities CORP.Broker
State Registrations22 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.
Exams
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