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DR

David B. Russo

Some features on this profile are disabled
CRD#: 3048607
DR

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.

David Brian Russo was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1998. David had worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 26, 2013 - September 28, 2021

STEWARDSHIP ADVISORY GROUP, LLC

RIA
CRD#: 165710
ORLANDO, FL
Past

May 23, 2012 - March 26, 2014

STEWARDSHIP LEGACY COACHING, LLC

RIA
CRD#: 123640
ORLANDO, FL
Past

April 15, 2011 - October 3, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
OCOEE, FL
Past

March 22, 2011 - September 24, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
OCOEE, FL
Past

January 20, 2011 - February 14, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OCOEE, FL
Past

October 17, 2008 - October 4, 2010

NEW ENGLAND SECURITIES

RIA
CRD#: 615
ORLANDO, FL
Past

June 7, 2007 - October 4, 2010

NEW ENGLAND SECURITIES

BD
CRD#: 615
ORLANDO, FL
Past

October 2, 2000 - November 20, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 2, 2000 - November 20, 2002

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 9, 1998 - September 25, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

July 9, 1998 - September 25, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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".
SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/12/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/20/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/6/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)
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Contact information

Main Address
17011 S.r. 50 Suite 203, Clermont, FL 34711
Mailing Address
Phone number
(407) 470-1405
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts1,108
AUM (Assets Under Management)$ 261,000,000

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

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710

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