RC
CFP
RC
CFP

Russell Corona

13 Years of Experience
Pittsford, NY
Broker

Russell Corona is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pittsford, NY, with 13 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

18 State Street, Pittsford, NY, 14534

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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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Other Business Activities

Russell is an equipment manager/board member/youth football coach for Ogden Bears Football. He also works as a relationship manager at Canandaigua National Bank & Trust, providing planning and relationship development, but does not handle securities transactions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2021 - Present · 5 yrs 4 mos
Cetera Investment Services LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Advice and Planning Services
December 2017 - November 2020 · 2 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2017 - November 2020 · 2 yrs 11 mos
M&t Securities, INC.
July 2016 - November 2017 · 1 yr 4 mos
M&t Securities, INC.Broker
December 2014 - November 2017 · 2 yrs 11 mos
Manning & Napier Investor Services, INC.Broker
June 2010 - April 2013 · 2 yrs 10 mos
Healthcare Community Securities CorporationBroker
July 2008 - September 2008 · 2 mos
State Registrations11 states
CADCFLGANCNJNYORPATXVA
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.
Russell Corona - Financial Advisor | TrueAdvisor