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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 in Latham, New York. Anthony has been in the industry since 2005. Anthony is registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Anthony was registered with Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors. Anthony holds Series 7, 63, and 66 securities licenses and is also a Chartered Financial Consultant. Anthony is a licensed Investment Advisor Representative in New York and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/10/2023 - Present
Morgan Stanley (Latham NY)
NY
11/28/2016 - 07/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARATOGA SPRINGS NY)
NY
08/10/2012 - 11/29/2016
WELLS FARGO ADVISORS (ALBANY NY)
NY
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
NY
07/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
NY
08/08/2005 - 07/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
NA
07/21/1987 - 01/26/1988
SHERWOOD CAPITAL, INC.
IA
Issued 01/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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