MR
Michael M. Russo
EAGLE STRATEGIES LLC
WALL, NJ 07719
Some features on this profile are disabled
CRD#: 2659139
MR
Professional summary
Michael Marius Russo is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Wall, New Jersey and NYLIFE SECURITIES LLC located in Wall, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 7 exams.
Question & Answer
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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 3140 Sheffield Pl; start 03/2022; Commissions; 10 hours per month, 5 hours during securities trading hours; Insurance related] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products; start 03/2022; 10 hours per month, 5 hours during securities trading hours; 3140 Sheffield Pl; Insurance Related] [ ASSOCIATED BUILDERS & CONTRACTORS OF NJ; Not Investment related; 139 GAITHER DR STE I, MOUNT LAUREL, NJ 08054 ; NON-PROFIT ; BOARD MEMBER; START DATE: 10/2019; 3 hours per month, 0 hours during securities trading hours; ORGANIZATIONAL PLANNING, SERVING ON COMMITTEES] [Ronald McDonald House of Southern NJ; Since 1983, Ronald McDonald House of Southern New Jersey, is a home-away-from-home for families who have seriously ill or injured children being treated at local hospitals.; 550 Mickle Blvd. Camden, NJ 08103; Start Date 01/2022; Role/Title: Finance Committee Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours. rovide oversight of financial activities of staff to ensure proper stewardship.]
CRS (Client Relationship Summary) - RIA
Click below to view Michael Marius 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®
NoneExperience
Current
March 7, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 1963 State Rt 34 Suite 201, Wall, NJ 07719RIA
CRD#: 110826
WALL, NJ
Current
July 1, 2022 - Present
NYLIFE SECURITIES LLC
Office #1: 1963 State Route 34 Bldg B Suite 201, Wall, NJ 07719BD
CRD#: 5167
WALL, NJ
Past
September 24, 2001 - July 7, 2004
LEVCO SECURITIES, INC.
BD
CRD#: 41585
NEW YORK, NY
Past
September 3, 1999 - September 21, 2001
UST FINANCIAL SERVICES CORP.
BD
CRD#: 36881
NEW YORK, NY
Past
May 25, 1999 - August 18, 1999
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Past
November 22, 1995 - May 5, 1999
SANFORD C. BERNSTEIN & CO., INC.
BD
CRD#: 1232
NEW YORK, NY
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(9/7/2022)
IAR
New Jersey(3/7/2023)
RR
Pennsylvania(9/7/2022)
IAR
Pennsylvania(3/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/15/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 7/1/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Wall, NJ 07719TRUST BUT VERIFY
Monitor Michael Russo
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
