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Joseph Russo

Private Advisor Group, LLC
54 Years of Experience
Cape Coral, FL
2 Disclosures
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Joseph Russo is a registered investment advisor at Private Advisor Group, LLC, based in Cape Coral, FL, with 54 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Cape Coral, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Award / Judgment
Regulatory
June 1984
Final
View Full SEC ReportHow to Read Disclosures
Other 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
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
July 2012 - December 2024 · 12 yrs 5 mos
Advantage Investment Management, LLC
September 2008 - December 2019 · 11 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2003 - December 2009 · 6 yrs 4 mos
National Planning CorporationBroker
August 2003 - July 2012 · 8 yrs 11 mos
Walnut Street Advisers INC
October 2001 - August 2003 · 1 yr 10 mos
J.R. Russo Investment Advisors
October 2000 - January 2009 · 8 yrs 3 mos
Walnut Street Securities, INC.Broker
April 1998 - August 2003 · 5 yrs 4 mos
Aegon USA Securities INC.Broker
April 1989 - April 1998 · 9 yrs
Perpetual Investment AssociatesBroker
August 1983 - April 1989 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - October 1983 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - February 1983 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
May 1978 - September 1978 · 4 mos
Dain, Kalman & Quail, IncorporatedBroker
October 1975 - June 1978 · 2 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 1974 - October 1975 · 1 yr 5 mos
United Financial CorporationBroker
June 1972 - December 1974 · 2 yrs 6 mos
State Registrations2 states
FLTX
Advisor

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Exams
No exam information available for this advisor.
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