Daniel Joseph Russo
Professional Summary
Daniel Joseph Russo, who also goes by Daniel Russo, is a registered financial advisor currently at POTOMAC located in Manhasset, New York. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 7, Series 21 and Series 25 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Russo
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC
Contact Information
Main Address
7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814Phone Number
(301) 901-3466# of Employees
36SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,385AUM (Assets Under Management)
$3,277,115,272Similar Advisors
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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.
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Primary Firm SEC Registration
INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC
State Registrations and Notice Filings
(2/5/2026)
(7/23/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jun 2012About the Series 87 examSeries 21 — NYSE Front Line Specialist Clerk
Passed Sep 2000Series 25 — NYSE Trading Assistant Examination
Passed May 2000Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Russo's CRS (Customer Relationship Summary).
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