Richard Anthony Russo
Investment adviser representative at Advisory Services Network
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Advisory Services Network, LLCSep 2026 to now
- Calton & Associates, Inc.Sep 2026 to now
- Triad Financial Inc.Jul 1999 to now
- Montuori & AssocJun 1998 to now
- Osaic Advisory ServicesOct 2024 to Sep 2026
- Osaic Wealth, Inc.Oct 2024 to Sep 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3190786
- Firm CRD
- 146051