Anthony Russo is a CFP-designated registered investment advisor, based in Pottstown, PA, with 21 years of industry experience.
Location
3277 West Ridge Pike, Suite C302, Pottstown, PA, 19464
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is an agent for Avantax Insurance Agency since 2007, selling various annuity and insurance products, dedicating minimal time. He also prepares individual tax returns, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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