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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

Fee Structure

Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.

One-Time Plan:$0
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Location

Citi Wealth Management, NIC, 14000 Citi Cards Way, Building C2, Jacksonville, FL, 32258

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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 · 3 yrs 4 mos
Citigroup Global Markets INC.
June 2023 - Present · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2023 - Present · 3 yrs 4 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.
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