John
Russo
Rubinbrown Advisors LLC
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About this Advisor
John Russo is a chartered financial analyst working out of Saint Louis, Missouri with a total of 5 years of relevant experience. Russo is an employee of Rubinbrown Advisors LLC. During their career, the advisor has held roles at Purshe Kaplan Sterling Investments, Archford Capital Strategies, LLC and Rubinbrown Advisors. Russo maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Illinois and Missouri. Rubinbrown Advisors LLC is a registered investment business operating out of Saint Louis, MO. The firm has offices in four locations and a total of 29 people on staff. It has $2 billion in total assets across its 3,379 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 3,379 customer accounts, 65% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Rubinbrown Advisors LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically depend on the financial services offered. However, fees billed by Rubinbrown Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubinbrown Advisors LLC Brokerage Details
$2,115,190,668
29
3,379
$625,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
John Russo Work History
John has been registered as a financial advisor for 5 years.*
Rubinbrown Advisors
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling Investments
Archford Capital Strategies, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John 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 Rubinbrown Advisors LLC
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Denver, CO
Leawood, KS
Leawood, KS
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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