Nicholas
Russo
Pensionmark Financial Group, LLC
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About this Advisor
Nicholas Russo is a financial advisor based in Pittsford, New York, working with Pensionmark Financial Group, LLC. Nicholas has previously held positions at Armbruster Capital Management, Inc, University Of Rochester - Endowment Office, Three+One Advisors, Pensionmark Financial Group, LLC, and R2 Capital Management, LLC. Nicholas is registered to provide services in New York and Texas. Currently, Nicholas is part of Pensionmark Financial Group, LLC, which operates out of Pittsford, New York. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nicholas Russo Work History
Pensionmark Financial Group, LLC
R2 Capital Management, LLC
Armbruster Capital Management, Inc
University Of Rochester - Endowment Office
Armbruster Capital Management, Inc
Three+One Advisors
Disclosures
Please visit the SEC profile of Nicholas 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 Pensionmark Financial Group, LLC
Bakersfield, CA
Laguna Niguel, CA
Lehi, UT
Pittsford, NY
Santa Barbara, CA
Madison, WI
Alpharetta, GA
Houston, TX
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