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Christopher Russo

20 Years of Experience
Jacksonville, FL
1 DisclosureBroker

Christopher Russo is a registered investment advisor at Citigroup Global Markets INC., based in Jacksonville, FL, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Jacksonville, FL

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History

Regulatory History (1)
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
December 2025
Closed-No Action
Other Business Activities

Christopher is a consultant for Backcountry JAX, an online clothing business, and dedicates minimal time to this role. He is responsible for the creative component of the business.

Employment History
Current Registrations
Citigroup Global Markets INC.
June 2023 - Present · 2 yrs 11 mos
Citigroup Global Markets INC.
June 2023 - Present · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - August 2021 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - August 2021 · 8 yrs 4 mos
Credit Suisse Securities (USA) LLCBroker
January 2008 - October 2009 · 1 yr 9 mos
Jnk Securities CORP.Broker
November 2000 - January 2008 · 7 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Russo - Financial Advisor | TrueAdvisor