Jeffrey M. Russo
Professional summary
Jeffrey Michael Russo, who also goes by Jeff Russo, Jeffrey M Russo, Jeffrey Michael Russo, Jeffrey Russo, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pittsburgh, Pennsylvania and CETERA INVESTMENT SERVICES LLC located in Canonsburg, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Jeffrey has worked at 16 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Russo's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2022 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 4600 J. Barry Court Ste. 220, Canonsburg, PA 15317January 10, 2022 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 4600 J. Barry Court Ste. 220, Canonsburg, PA 15317January 30, 2020 - July 8, 2020
CITIZENS SECURITIES, INC.
October 8, 2019 - July 8, 2020
CITIZENS SECURITIES, INC.
November 18, 2008 - October 18, 2019
ALLSTATE FINANCIAL SERVICES, LLC
November 6, 2006 - April 8, 2008
INVESTMENT PROFESSIONALS, INC.
March 23, 2006 - November 7, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 21, 2005 - February 21, 2006
FFP SECURITIES, INC.
December 12, 2003 - September 24, 2004
PRINCIPAL SECURITIES, INC.
October 29, 2002 - December 3, 2003
VERAVEST INVESTMENTS, INC.
May 8, 2002 - August 8, 2002
CITIZENS SECURITIES, INC.
May 15, 2001 - November 21, 2001
BNY MELLON SECURITIES CORPORATION
April 25, 1997 - December 31, 2000
MBSC, LLC
February 13, 1997 - May 8, 2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC
August 8, 1996 - April 16, 1997
SUMMIT INVESTMENT GROUP, INC.
May 30, 1996 - August 14, 1996
PRUCO SECURITIES, LLC.
February 5, 1996 - March 21, 1996
THE ADVISORS GROUP, INC.
May 30, 1995 - January 23, 1996
THE O.N. EQUITY SALES COMPANY
June 11, 1987 - August 14, 1996
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
