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Dominic Russo

Transamerica Financial Advisors, Inc.

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About Dominic Russo

Dominic Russo is an investment advisor representative with Transamerica Financial Advisors, Inc. based in Chalfont, Pennsylvania. Dominic has over 17 years of experience in the financial industry and is registered in both Pennsylvania and Iowa. Dominic is also a registered principal with FINRA and holds the Series 7, 6, 24, 26, 63, 66, SIE, and 99TO licenses. Dominic previously worked at Grove Point Investments, LLC in Rockville, Maryland, and Hornor, Townsend & Kent, Inc. in Horsham, Pennsylvania.

Firm Information

Dominic Russo is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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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.

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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percentage of assets

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

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Dominic Russo’s Registration & Firm History

PA

04/23/2024 - Present

Transamerica Financial Advisors, Inc. (CHALFONT PA)

TX

12/07/2023 - 04/15/2024

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

MD

11/28/2018 - 04/15/2024

GROVE POINT INVESTMENTS, LLC (Rockville MD)

PA

11/17/2006 - 10/25/2018

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

BOTH

Issued 03/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2016

Series 24 - General Securities Principal Examination

BC

Issued 04/25/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dominic Russo.
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