Matthew
Russo

Chicago Investment Advisory Group

CRD#7729459
Investment Advisor
in Mokena, IL

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About this Advisor

Matthew Russo is a financial advisor based in Mokena, Illinois, working with Chicago Investment Advisory Group. Matthew has previously held positions at The Vanguard Group, Inc, Chicago Investment Advisory Group, Cardinal Stritch University, Grand Canyon University, and Berkshire Hathaway. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Matthew is part of Chicago Investment Advisory Group, which operates out of Mokena, Illinois. 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 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

19015 S. Jodi Rd., Suite G
Mokena, IL 60448

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Chicago Investment Advisory Group Brokerage Details

Total Assets Under Management

$212,534,873

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

6

IL Average: 44
Total Number of Accounts

1,568

IL Average: 2,564
Average Account Size

$135,545

IL Average: $2,603,165

Investment Advisory Services

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

Matthew Russo Work History

2024 - Present (0 year)

Berkshire Hathaway

2024 - Present (0 year)

Chicago Investment Advisory Group

2023 - Present (1 year)

The Vanguard Group, Inc

2022 - 2022 (< 1 year)

Chicago Investment Advisory Group

2021 - 2023 (2 years)

Grand Canyon University

2021 - 2021 (< 1 year)

Chicago Investment Advisory Group

2021 - 2022 (1 year)

Chicago Investment Advisory Group

2020 - 2020 (< 1 year)

Chicago Investment Advisory Group

2020 - 2021 (1 year)

Chicago Investment Advisory Group

2019 - 2021 (2 years)

Cardinal Stritch University

Disclosures

Please visit the SEC profile of Matthew 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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