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David A Russo

Icapital Markets LLC

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About David A Russo

David Russo is a financial advisor with ICapital Markets LLC. David has been in the financial services industry since 2000 and has held previous positions at Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. David is licensed to sell securities in New York.

Firm Information

David Russo is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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David Russo’s Registration & Firm History

NY

11/30/2023 - Present

Icapital Markets LLC (NEW YORK NY)

NY

05/17/2016 - 11/30/2023

ICAPITAL SECURITIES, LLC (NEW YORK NY)

NY

11/04/2014 - 05/13/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NJ

04/28/2011 - 10/15/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)

NY

06/01/2009 - 04/21/2011

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

05/03/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NC

10/05/2000 - 01/16/2002

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NY

06/15/2000 - 10/02/2000

LIEBER & COMPANY (WHITE PLAINS NY)

CT

05/24/2000 - 06/09/2000

FACTSET DATA SYSTEMS, INC. (NORWALK CT)

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Licenses & Designations

BOTH

Issued 11/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David A Russo.
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