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Gustavo Russo

6 Years of Experience
New York, NY

Gustavo Russo is a registered investment advisor at Central Family Advisors, LLC, based in New York, NY, with 6 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $610M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
20 clients
Average Client Portfolio
$30.4M average
Assets Under Management
$608.3M

Fee Structure

Investment management only (planning not offered)

CENFAM's fees are based on a negotiated fixed fee schedule, not a percentage of assets. The fees are determined by the amount of assets and the level of services provided. Fees are generally charged in advance every quarter. CENFAM may waive, adjust, or rebate fees in certain situations. Account values of family members may be combined to determine the applicable advisory fee. Fees may be reduced for CENFAM's employees and their family-related accounts.

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Location

370 Lexington Avenue, Suite 701, New York, NY, 10017

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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.

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Employment History
Current Registrations
Central Family Advisors, LLC
May 2021 - Present · 5 yrs
Previous Registrations
Citigroup Global Markets INC.
May 2007 - February 2009 · 1 yr 9 mos
Citicorp Investment Services
January 2007 - May 2007 · 4 mos
State Registrations1 state
NY
Advisor

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.