Gerald Russo is a registered investment advisor, based in Portsmouth, NH, with 28 years of industry experience.
Location
100 Market Street, Suite 203, Portsmouth, NH, 03801
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Gerald is an Executive Director at Wellesley Asset Management, Inc., overseeing institutional sales since 2017. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Foreside Fund Services, LLCBroker
January 2017 - Present · 9 yrs 3 mos
Wellesley Asset Management, INC.
June 2015 - Present · 10 yrs 10 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
May 2015 - December 2016 · 1 yr 7 mos
TD Ameritrade, INC.Broker
September 2000 - March 2015 · 14 yrs 6 mos
American Skandia Marketing, INC.Broker
August 1998 - September 2000 · 2 yrs 1 mo
New England Funds, L.P.Broker
January 1998 - May 1998 · 4 mos
Fechtor, Detwiler & CO., INC.Broker
April 1997 - November 1997 · 7 mos
State Registrations52 states
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Exams
No exam information available for this advisor.