Susan Ann Russo
Investment adviser representative at Ameritas Advisory Services, LLC
9 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Thomas Elliott & CompanyJun 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment CorpSep 2017 to now
- Ameritas Life Insurance CorpSep 2017 to now
- Ameritas Life Insurance Corp of New YorkSep 2017 to now
- Dipaola Financial GroupSep 2017 to now
- Susan Russo FinancialMar 2017 to now
- Allegiant Divorce SolutionsJun 2024 to Nov 2024
- Brookhaven Free LibraryMay 2023 to Jun 2024
- MML Investors Services, LLCMar 2017 to Sep 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Sep 2017
- Metlife SecuritiesOct 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 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
- 5072748
- Firm CRD
- 317245