Unclaimed
Danielle Russo-slugh is a financial advisor with Fifth Avenue Family Office. Danielle has been in the industry since 1990 and has a broad range of experience in financial planning and portfolio management. Danielle holds several licenses and certifications, including Series 7, Series 8, Series 10, Series 14, Series 25, Series 63, Series 66, and the SIE exam. Danielle is also a wellness coach and owner of DRS LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Business consulting
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.
1
2
FL
06/30/2023 - Present
Fifth Avenue Family Office (NAPLES FL)
FL
03/07/2023 - 05/15/2023
TRUIST INVESTMENT SERVICES, INC. (NAPLES FL)
PA
05/16/2006 - 12/31/2006
508 SECURITIES, INC. (WEST CONSHOHOCKEN PA)
NY
05/18/2001 - 05/25/2006
BLUEROOM SECURITIES CORP. (NEW YORK NY)
PA
10/01/2000 - 06/04/2001
508 SECURITIES, INC. (WEST CONSHOHOCKEN PA)
NY
03/09/2000 - 05/18/2001
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NY
05/22/1998 - 02/07/2000
ING BARINGS LLC (NEW YORK NY)
NY
06/30/1994 - 09/05/1997
SALOMON BROTHERS INC. (NEW YORK NY)
NY
06/21/1990 - 06/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2000
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/28/2000
Series 14 - Compliance Officer Examination
BC
Issued 12/27/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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