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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Russo is a financial advisor with over 35 years of experience. Anthony has been with Essex Financial Services, Inc. since 2010. Anthony works with a wide range of clients including high net worth individuals, corporations, and charitable organizations. He specializes in financial planning, investment management, and retirement planning. Anthony has been a registered representative with FINRA and a registered investment advisor since 2010. He is also a licensed insurance agent. Anthony is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
03/02/2010 - Present
Essex Financial Services, Inc. (Farmington CT)
CT
03/02/2010 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (Farmington CT)
CT
11/17/2009 - 02/25/2010
TD WEALTH MANAGEMENT SERVICES INC. (PLANTSVILLE CT)
CT
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (NEWINGTON CT)
MN
03/04/2003 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
02/05/2001 - 03/06/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
06/26/2000 - 02/05/2001
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
04/25/1997 - 06/23/2000
MECHANICS INVESTMENT SERVICES, INC. (HARTFORD CT)
TX
12/12/1994 - 07/17/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
05/21/1993 - 12/13/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
MA
01/30/1987 - 12/22/1992
CAMBRIDGE-NEWPORT COMPANY, INC. (SPRINGFIELD MA)
NA
09/25/1984 - 01/06/1987
FIRST INVESTORS CORPORATION
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/22/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/04/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 04/02/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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