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AR

Andrew F. Russo

ARES WEALTH MANAGEMENT SOLUTIONS
New York, NY 10167
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CRD#: 5953053
AR

Professional summary


Andrew Francis Russo, who also goes by Andrew F Russo, Andrew Francis Russo, Andy Russo, is a registered financial professional currently at ARES WEALTH MANAGEMENT SOLUTIONS, LLC located in New York, New York.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2011. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew F Russo | Andrew Francis Russo | Andy Russo

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) - BD


Click below to view Andrew Francis Russo's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 10, 2021 - Present

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

Office #1: 245 Park Avenue- 44th Floor, New York, NY 10167
BD
CRD#: 119546
New York, NY
Past

October 8, 2018 - March 19, 2020

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

October 8, 2018 - March 19, 2020

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

December 17, 2013 - October 16, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

November 4, 2013 - October 16, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 7, 2011 - September 13, 2012

SANDLER, O'NEILL & PARTNERS, L.P.

BD
CRD#: 23328
NEW YORK, NY

State Registrations and Notice Filings


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

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
Colorado
(2/10/2021)
RR
Connecticut
(2/10/2021)
RR
New York
(2/10/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
ARES WEALTH MANAGEMENT SOLUTIONS, LLC | REAL ESTATE INCOME SECURITIES, LLC | DIVIDEND CAPITAL SECURITIES, LLC | BLACK CREEK CAPITAL MARKETS, LLC

CRD#: 119546 / SEC#: , 8-65199

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1200 17th Street Suite #2900, Denver, CO 80202
Mailing Address
1200 17th Street Suite #2900, Denver, CO 80202
Phone number
(303) 869-4600
Established
Colorado since 12/21/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DOUBLE DIAMOND LLCSOLE MEMBER
ADAMSON, CHRISTINA CARSONDESIGNATED PRINCIPAL / CO-CEO5372006
GALLIGAN, CASEY DDESIGNATED PRINCIPAL / CO-CEO4022954
MAGNER, BRIANCHIEF COMPLIANCE OFFICER3069172
MARRONE, MICHAEL THOMASFINOP, PRINCIPAL FINANCE OFFICER AND PRINCIPAL OPERATIONS OFFICER4859949

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


ARES WEALTH MANAGEMENT SOLUTIONS, LLC

CRD#: 119546New York, NY 10167

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