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Mark Howland Russo

Global Brokerage Services, Inc.

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About Mark Howland Russo

Mark Howland Russo has been in the financial services industry since 1997. Mark is currently registered with Global Brokerage Services, Inc. and has been with the firm since 2014. Previously, Mark was affiliated with Signator Investors, Inc., Cambridge Investment Research, Inc., Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, LLC. Mark holds the Series 6, SIE and Series 63 licenses. Mark specializes in providing portfolio management for individuals and selection of other advisors.

Firm Information

Mark Russo is currently registered with Global Brokerage Services, Inc.. Global Brokerage Services, Inc. is a Maryland corporation formed in 1994. The firm is registered with the SEC and in 24 states. They offer portfolio management for individuals and provide selection of other advisers. The firm manages approximately $117,800,000 in assets for 535 clients, primarily individuals and high net worth individuals. They are also a participant in a wrap fee program.
Global Brokerage Services, Inc.

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$117.80M

Assets Under Management

Not reported

Total Clients

8

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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other

Percentage of assets under outside advisor: solictor fee

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Mark Russo’s Registration & Firm History

MD

03/04/2014 - Present

Global Brokerage Services, Inc. (HUNT VALLEY MD)

MD

06/17/1999 - 02/19/2014

SIGNATOR INVESTORS, INC. (TIMONIUM MD)

IA

04/06/1999 - 06/16/1999

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

WI

05/07/1998 - 03/16/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

10/16/1997 - 03/16/1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 05/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Howland Russo.
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