Daniel Joseph Russo

Potomac Fund Management

21 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Potomac Fund Management

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

1,408 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.9B

Fee Structure

Financial Planning:Investment management only

Location

Manhasset, NY

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Daniel is an adjunct lecturer at Baruch College since 2019, an activity that is not investment-related. This takes about 10-20% of Daniel's time.

Employment History

Current Registrations

Potomac

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Needham & Company, LLCBroker

June 2011 - February 2018 · 6 yrs 8 mos

Susquehanna Financial Group, LllpBroker

December 2007 - May 2011 · 3 yrs 5 mos

Sig Index Specialists, LLCBroker

November 2007 - January 2008 · 2 mos

Sig Specialists, INC.Broker

February 2002 - December 2007 · 5 yrs 10 mos

Fleet Specialist, INC.Broker

October 2000 - February 2002 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.