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Joseph Russello

Citigroup Global Markets Inc.

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About Joseph Russello

Joseph Russello is a financial professional with over 35 years of experience in the financial services industry. Joseph is currently registered with Citigroup Global Markets Inc., located in Fort Lee, New Jersey. Joseph has previously held positions with LPL Financial LLC, Muriel Siebert & Co., Inc., Cetera Investment Services LLC, and Citizens Securities, Inc.. Joseph is a Series 6, 7, 63, and 65 licensed professional. Joseph specializes in providing financial advice to individuals, corporations, and charitable organizations. Joseph is committed to providing his clients with personalized service and sound financial advice to help them achieve their financial goals.

Firm Information

Joseph Russello is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

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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Joseph Russello’s Registration & Firm History

NJ

04/05/2023 - Present

Citigroup Global Markets Inc. (Fort Lee NJ)

NY

08/17/2022 - 04/03/2023

CITIZENS SECURITIES, INC. (BROOKLYN NY)

NY

11/23/2020 - 08/17/2022

CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)

NJ

02/20/2018 - 11/25/2020

MURIEL SIEBERT & CO., INC. (Jersey City NJ)

NY

05/27/2008 - 02/23/2018

LPL FINANCIAL LLC (BROOKLYN NY)

NY

08/13/2001 - 05/27/2008

IFMG SECURITIES, INC. (BROOKLYN NY)

NJ

04/27/1987 - 08/13/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/25/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph Russello.
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