Carmelina Russo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Carmelina Russo, who also goes by Lina Russo, was a registered financial professional .
Carmelina is a previously registered financial professional and started their career in finance in 1996. Carmelina had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 29, 2015 - May 1, 2023
ACALYX ADVISORS INC.
February 17, 2015 - July 13, 2015
BURCH & COMPANY, INC
May 28, 2010 - November 11, 2014
MVISION PRIVATE EQUITY ADVISERS USA LLC
October 21, 2005 - October 9, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 30, 1996 - October 9, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ACALYX ADVISORS INC.
CRD#: 174667 / SEC#: , 8-69577
Contact information
FINRA licenses (40 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ACALYX HOLDINGS, INC. | PARENT | |
| LAWHORN, CURTIS JAMES | VICE PRESIDENT | 5344725 |
| MCDONALD, JOSEPH ANDREW | VICE PRESIDENT | 5329122 |
| RINEHART, JENNIFER EUNHA | CEO | 3265973 |
| SILVESTRO, MICHELE | PRINCIPAL FINANCIAL OFFICER | 6960939 |
| SILVESTRO, MICHELE | PRINCIPAL OPERATIONS DIRECTOR | 6960939 |
| SUTHERLAND, JANE LOUISE | COMPLIANCE OFFICER | 6005500 |
| VANDERWOUDE, KARL ANDREW | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 5910116 |
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.
