Justin
Russo

Osaic Advisory Services, LLC

CRD#6581231
Investment Advisor
in New Baltimore, MI

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About this Advisor

Justin Russo is a financial advisor based in New Baltimore, Michigan, working with Osaic Advisory Services, LLC. Justin has previously held positions at Raymond James (Producer's Choice), Michigan Schools And Government Credit Union, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Sigma Financial Corporation, Triad Advisors, and Osaic Advisory Services. Justin has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Justin is part of Osaic Advisory Services, LLC, which operates out of New Baltimore, Michigan. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

48646 Gratiot Avenue
New Baltimore, MI 48051

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

MI Average: $3,570,121,308
Total Number of Employees

2,582

MI Average: 58
Total Number of Accounts

20,269

MI Average: 1,608
Average Account Size

$243,658

MI Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Justin Russo Work History

2024 - Present (0 year)

Triad Advisors

2024 - Present (0 year)

Osaic Advisory Services

2019 - Present (5 years)

Sigma Financial Corporation

2018 - 2019 (1 year)

Mass Mutual Life Insurance Co

2018 - 2019 (1 year)

Mml Investors Services, LLC

2015 - 2018 (3 years)

Raymond James (Producer'S Choice)

2013 - 2015 (2 years)

Michigan Schools And Government Credit Union

Disclosures

Please visit the SEC profile of Justin 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 Osaic Advisory Services, LLC

Jason Iannantuono
Allentown, PA
Brian Lueker
Allentown, PA
Thomas Gallardo
Atlanta, GA
Rachael Holcomb
Knoxville, TN
Olivia Burke
Atlanta, GA
Kasia Medlar
Atlanta, GA
Patrick Rusch
Appleton, WI
Robert Gabhart
Keller, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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