Sean Paul Russo
Investment adviser representative at Ritholtz Wealth Management
10 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ritholtz Wealth ManagementJan 2022 to now
- Interocean AdvisorsSep 2021 to Jan 2022
- UnemployedMay 2021 to Aug 2021
- Morriseey GoodaleAug 2020 to Apr 2021
- NuveenJun 2020 to Aug 2020
- University of North DakotaAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ritholtz Wealth Management
$9.4BAssets managed
4,221Clients
57Advisers
13 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
- 8124836
- Firm CRD
- 168652