Justin Russo
Investment adviser representative at Osaic Advisory Services, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm 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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJun 2024 to now
- Triad AdvisorsJun 2024 to Aug 2024
- Sigma Financial CorporationMar 2019 to Jun 2024
- Mass Mutual Life Insurance CoFeb 2018 to Mar 2019
- MML Investors Services, LLCFeb 2018 to Mar 2019
- Raymond James (producer's Choice)Nov 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6581231
- Firm CRD
- 171070