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Raymond Ralph Russo

Virtuoso Wealth Management

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About Raymond Ralph Russo

Raymond Russo is an Investment Advisor Representative associated with Virtuoso Wealth Management. Raymond Russo has been in the industry for over 30 years and has experience in various areas of financial services. Raymond Russo has held positions at several firms throughout their career, including Independent Financial Group, LLC and World Group Securities, Inc. Raymond Russo is also a licensed insurance professional and has experience in selling insurance products.

Firm Information

Raymond Russo is currently registered with Virtuoso Wealth Management. Virtuoso Wealth Management is a financial planning firm with 1 licensed agent and 1 investment advisor representative. Based in [main office city, state], they manage $224,333 in assets for 5 clients. Their services include financial planning and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

$224,333

Assets Under Management

Not reported

Total Clients

1

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.

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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Raymond Russo’s Registration & Firm History

NV

06/24/2019 - Present

Virtuoso Wealth Management (HENDERSON NV)

CA

12/04/2009 - 08/10/2011

INDEPENDENT FINANCIAL GROUP, LLC (PALM DESERT CA)

CA

04/12/2002 - 12/11/2009

WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

03/17/1993 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 01/03/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Ralph Russo.
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