David Russo
David Russo is a registered investment advisor at Osaic Wealth, INC., based in Coral Springs, FL, with 29 years of industry experience. David 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
7501 Wiles Road, Suite 206, Coral Springs, FL, 33067
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Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
July 2011Other Business ActivitiesSells Insurance
David uses "Royal Palm Financial" for life insurance business when needed. This activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Oppenheimer & CO. INC.Broker
Prime Charter LTD.Broker
Bluestone Capital Partners, L.P.Broker
Gkn Securities CORP.Broker
Global Strategies Group, INC.Broker
Tuscany Equity Management Corporati0nBroker
State Registrations35 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.