William I. Russo
PEAK WEALTH SOLUTIONS
Pepper Pike, OH 44124
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CRD#: 2349883
Professional summary
William Ignatius Russo, CFP® is a registered financial advisor currently at PEAK WEALTH SOLUTIONS located in Pepper Pike, Ohio.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Employee and Employer Plan Ben...
Budgeting
Comprehensive Financial Planni...
Investment Planning
Education Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.CUYAHOGA COUNTY PUBLIC LIBRARY IS NON PROFIT FUNDRASING TO SUPPORT LIBRARY PROGRAMS IS NON SECURITES RELATED. STARTED IN SEP 2002 AND IS TREASURER DEVOTES 2 HRS PER MONTH; 2 HRS DURING MARK HRS. 2. SECURUS FINANCIAL STRATEGIES - DBA TO CONDUCT BUSINESS AND PROCESS PAYMENT OF INVOICES. TAX RETURNS AND ACCOUNTING, NOT INVESTMENT RELATED. SOLE PROPRIETOR (100% OWNER); START DATE: 08/2008. DEVOTES 10 HRS PER MONTH, 0 HRS DURING BUSINESS HRS. 3. PEAK WEALTH SOLUTIONS - OUTSIDE RIA, investment related, 29225 Chagrin Blvd, Ste. 100 Pepper Pike, OH, 06/01/2019, 320 HRS PER MONTH, 320 HRS PER MONTH DURING MKT HRS. 4. GREATER CLEVELAND ADULT POSITION: President NATURE: Non profit adult baseball organization INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 32200 Arthur Rd, Solon, OH 44139, Solon OH 44139, United States DESCRIPTION: Organize and run league operations
CRS (Client Relationship Summary) - RIA
Click below to view William Ignatius Russo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
April 11, 2025 - Present
PEAK WEALTH SOLUTIONS
Office #1: 30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124RIA
CRD#: 127391
Pepper Pike, OH
Past
October 11, 2024 - December 31, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Solon, OH
Past
October 11, 2024 - December 31, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
Solon, OH
Past
August 25, 2008 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
August 21, 2008 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
PEPPER PIKE, OH
Past
May 9, 2007 - September 19, 2008
CONCORD EQUITY GROUP ADVISORS, LLC
RIA
CRD#: 143315
SOLON, OH
Past
January 16, 2003 - April 27, 2007
THE CONCORD EQUITY GROUP, LLC
RIA
CRD#: 14569
SOLON, OH
Past
May 26, 1998 - August 18, 2008
THE CONCORD EQUITY GROUP, LLC
BD
CRD#: 14569
SOLON, OH
Past
April 7, 1998 - August 12, 1998
EMISSARY FINANCIAL GROUP, INC.
BD
CRD#: 44568
MENTOR, OH
Past
June 1, 1993 - March 17, 1998
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
PALM BEACH GARDENS, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PEAK WEALTH SOLUTIONS
D.B.A HILL & ASSOCIATES | PEAK WEALTH SOLUTIONS, INC. | PEAK WEALTH SOLUTIONS | J.R. HILL & ASSOCIATES, INC. | HILL FINANCIAL GROUP | HILL & ASSOCIATES
CRD#: 127391 / SEC#: 801-71071
RIA
Registered Investment Advisory firm - (2/25/2010 Approved)Ohio
Registered Investment Advisory firm - (3/29/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(4/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PEAK WEALTH SOLUTIONS
D.B.A HILL & ASSOCIATES | PEAK WEALTH SOLUTIONS, INC. | PEAK WEALTH SOLUTIONS | J.R. HILL & ASSOCIATES, INC. | HILL FINANCIAL GROUP | HILL & ASSOCIATES
CRD#: 127391 / SEC#: 801-71071
RIA
Registered Investment Advisory firm - (2/25/2010 Approved)Ohio
Registered Investment Advisory firm - (3/29/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124
Mailing Address
Phone number
(216) 370-7887
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,040 |
| AUM (Assets Under Management) | $ 789,182,723 |
Red Flags
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