Joseph Russo
Joseph Russo is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 53 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2013Regulatory
June 1984Other Business Activities
Joseph uses Advantage Investment Advisors as the business name for his investment advice through Private Advisor Group, dedicating about a quarter of his time to this. He also serves as a board member for Race Realty and president/board member for the Frank and Margaret Race Foundation, each requiring minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Advisers INC
J.R. Russo Investment Advisors
Walnut Street Securities, INC.Broker
Aegon USA Securities INC.Broker
Perpetual Investment AssociatesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Dain, Kalman & Quail, IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
United Financial CorporationBroker
State Registrations2 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.