Matthew A. Russo

CHICAGO INVESTMENT ADVISORY GROUP

Fort Meyers, FL

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CRD#: 7729459

Professional summary

Matthew Alfred Russo, who also goes by Matthew Russo, Matt Russo, Matthew A Russo, is a registered financial advisor currently at CHICAGO INVESTMENT ADVISORY GROUP located in Fort Meyers, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Russo | Matt Russo | Matthew A 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.

Berkshire Hathaway, non-investment related. 14635 N Kierland blvd, Scottsdale, AZ 85254; real estate sales - real estate agent; began 3/1/2024 - present; 20 hours devoted monthly, 20 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alfred 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

June 3, 2024 - Present

CHICAGO INVESTMENT ADVISORY GROUP

RIA

CRD#: 142810

Fort Meyers, FL

Past

August 18, 2023 - January 24, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

CHICAGO INVESTMENT ADVISORY GROUP

CHICAGO INVESTMENT ADVISORY GROUP | MICHAEL RUSSO LTD

CRD#: 142810 / SEC#: 801-116908

RIA

Registered Investment Advisory firm - (7/5/2019 Approved)

Illinois

Registered Investment Advisory firm - (7/11/2019 Terminated)

Indiana

Registered Investment Advisory firm - (7/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (7/11/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/3/2024)

IAR

Illinois
(6/25/2024)

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

State Security Law Exam

IAR

Series 66

Date: 12/2/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/13/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/12/2023

Securities Industry Essentials Examination

Current Firm

CHICAGO INVESTMENT ADVISORY GROUP

CHICAGO INVESTMENT ADVISORY GROUP | MICHAEL RUSSO LTD

CRD#: 142810 / SEC#: 801-116908

RIA

Registered Investment Advisory firm - (7/5/2019 Approved)

Illinois

Registered Investment Advisory firm - (7/11/2019 Terminated)

Indiana

Registered Investment Advisory firm - (7/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (7/11/2019 Terminated)

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Contact information

Main Address

19015 S. Jodi Rd., Suite G, Mokena, IL 60448

Mailing Address

Phone number

(708) 478-7190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,760
AUM (Assets Under Management)	$ 248,759,752

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.

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Matthew A. Russo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alfred Russo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHICAGO INVESTMENT ADVISORY GROUP

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CHICAGO INVESTMENT ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2023

Series 63

Date: 11/13/2023

Series 7TO

Date: 8/18/2023

SIE

Date: 7/12/2023

Current Firm

CHICAGO INVESTMENT ADVISORY GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHICAGO INVESTMENT ADVISORY GROUP

TRUST BUT VERIFY

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