Pasquale Russo is a registered investment advisor at Osaic Wealth, INC., based in Chelmsford, MA, with 28 years of industry experience. Pasquale 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
11 North Road, Chelmsford, MA, 01824
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pasquale is a trustee for Russo Realty Trust, managing a 5-family home, and a notary public. He also works full-time as a financial planner for Russo Wealth Advisors, assisting individuals, families, and small businesses with investing and financial planning.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLC
LPL Financial LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations6 states
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