Dominic
Russo

Chicago Investment Advisory Group

CRD#7394724
Investment Advisor
in Phoenix, AZ

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About this Advisor

Dominic Russo is a financial advisor based in Phoenix, Arizona, working with Chicago Investment Advisory Group. Dominic has previously held positions at The Vanguard Group, Inc, Revtek Capital, Grand Canyon University, Chicago Investment Advisory Group, Rayhons Financial Solutions, Providence Catholic Highschool, and Founderpath. Dominic has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Illinois. Currently, Dominic is part of Chicago Investment Advisory Group, which operates out of Phoenix, Arizona. The firm has 2 offices and 6 employees. The firm manages assets totaling $212.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Chicago Investment Advisory Group includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Phoenix, AZ

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Chicago Investment Advisory Group Brokerage Details

Total Assets Under Management

$212,534,873

AZ Average: $6,674,516,078
Total Number of Employees

6

AZ Average: 44
Total Number of Accounts

1,568

AZ Average: 2,564
Average Account Size

$135,545

AZ Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Dominic Russo Work History

2023 - Present (2 years)

Chicago Investment Advisory Group

2023 - Present (2 years)

Founderpath

2021 - 2023 (2 years)

The Vanguard Group, Inc

2020 - 2021 (1 year)

Revtek Capital

2020 - 2021 (1 year)

Grand Canyon University

2020 - 2020 (< 1 year)

Chicago Investment Advisory Group

2019 - 2019 (< 1 year)

Rayhons Financial Solutions

2018 - 2018 (< 1 year)

Chicago Investment Advisory Group

2017 - 2021 (4 years)

Grand Canyon University

2017 - 2017 (< 1 year)

Chicago Investment Advisory Group

2013 - 2017 (4 years)

Providence Catholic Highschool

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Disclosures

Please visit the SEC profile of Dominic Russo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chicago Investment Advisory Group

Dominic Russo
Phoenix, AZ
Eric Jacobsen
Mokena, IL
Joseph Dawczak
Mokena, IL
Michael Ilg
Mokena, IL
Matthew Russo
Mokena, IL
Michael Russo
Mokena, IL
Steven Jacobson
Mokena, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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