Anthony Michael Russo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 01/2022
  Anthony Russo Cpa
  Pottstown, PA
• 09/2004 → 09/2025
  Avantax Investment Services, Inc.
  Pottstown, PA
• 08/2010 → 09/2025
  Avantax Advisory Services
  Pottstown, PA
• 12/2007 → 09/2025
  Avantax Insurance Services
  Pottstown, PA
• 05/2017 → 06/2019
  Hd Vest Insurance Agency Inc
  Irving, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Pottstown, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-08-05 → 2025-09-05
  Avantax Advisory Services
  Pottstown, PA

Other Businesses

1) A. MICHAEL RUSSO, CFP(R) EA; POSITION: Tax Preparation NATURE: Preparation of individual tax returns (1040s). INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2022; ADDRESS: 3277 West Ridge Pike, Suite C302, Pottstown PA 19464, United States; DESCRIPTION: Preparing and signing income tax returns including meeting with clients, answering client tax questions and advising clients on theirfederal withholding.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-17

Designations

• Certified Financial Planner

Other Names

• Michael A Russo