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Randall Russell Russo

Charles Schwab & CO., Inc.

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About Randall Russell Russo

Randall Russo is an investment advisor representative registered with Charles Schwab & CO., Inc. Randall has been in the securities industry since 2011 and has worked with TD AMERITRADE, INC., FIFTH THIRD SECURITIES, INC., and MORGAN STANLEY. Randall is licensed to provide investment advice in Arizona, California, District of Columbia, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, New York, Ohio, Oregon, Pennsylvania, Virginia, and Wisconsin.

Firm Information

Randall Russo is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Randall Russo’s Registration & Firm History

MI

01/26/2022 - Present

Charles Schwab & CO., Inc. (Birmingham MI)

MI

06/12/2014 - 07/29/2024

TD AMERITRADE, INC. (Birmingham MI)

MI

07/15/2013 - 05/16/2014

FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)

MI

04/27/2011 - 07/11/2013

MORGAN STANLEY (ROCHESTER MI)

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Licenses & Designations

BOTH

Issued 05/27/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 04/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Randall Russell Russo.
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