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Danielle Russo-slugh

Fifth Avenue Family Office

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About Danielle Russo-slugh

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.

Firm Information

Danielle Russo-slugh is currently registered with Fifth Avenue Family Office. Fifth Avenue Family Office is a Naples, FL-based registered investment advisor with $633,393,801 in regulatory assets under management. The firm provides financial planning, business consulting, and portfolio management for individuals and charitable organizations. Fifth Avenue Family Office also assists clients with selecting other advisors.
Fifth Avenue Family Office

3003 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$633.39M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danielle Russo-slugh’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle Russo-slugh.
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