Jonathan Russo
Jonathan Russo is a registered investment advisor at Lightedway Advisory Services, INC., based in Harrison, NY, with 25 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 269 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
83 Calvert St, Harrison, NY, 10528
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Jonathan operates LightedWay Advisory Services as a DBA, focusing on advisory and brokerage business. This activity consumes all of Jonathan's time.
Employment History
Current Registrations
Lightedway Advisory Services, INC.
Previous Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Global Retirement Partners LLC
Independent Financial Partners
LPL Financial LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.