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Joseph Ronald Dawczak

Investment adviser representative at Chicago Investment Advisory Group
15 yearsExperience
1 stateRegistered in
$275.1MFirm assets
7 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Chicago Investment Advisory GroupApr 2011 to now

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (IL).

Chicago Investment Advisory Group

Legal name: Michael Russo Ltd

$275.1MAssets managed
757Clients
7Advisers
7 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
5724513
Firm CRD
142810
Advisor's SEC record (opens in a new tab)
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