Steven
Russo

Eagle Global Advisors LLC

CRD#1742087
Investment Advisor
in Houston, TX

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About this Advisor

Steven Russo is a financial advisor based in Houston, Texas, working with Eagle Global Advisors LLC. Steven has previously held a position at Eagle Global Advisors, LLC. Steven has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Steven is part of Eagle Global Advisors LLC, which operates out of Houston, Texas. The firm has 3 offices and 24 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Eagle Global Advisors LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5847 San Felipe Suite 930
Houston, TX 77057

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Eagle Global Advisors LLC Brokerage Details

Total Assets Under Management

$1,941,056,987

TX Average: $3,042,739,679
Total Number of Employees

24

TX Average: 49
Total Number of Accounts

355

TX Average: 2,315
Average Account Size

$5,467,766

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Steven Russo Work History

1996 - Present (28 years)

Eagle Global Advisors, LLC

Disclosures

Please visit the SEC profile of Steven 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 Eagle Global Advisors LLC

Paul Chiaro
Houston, TX
George Crosby Jr.
Houston, TX
Malcom Day
Houston, TX
Thomas Hunt
Houston, TX
Edward Allen
Houston, TX
John Gualy
Houston, TX
Steven Russo
Houston, 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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