Cassidy P Russo

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 06/2011 → Present
  New York Life Ins Co
  Baton Rouge, LA
• 10/2011 → Present
  Nylife Securities Llc
  Baton Rouge, LA
• 02/2016 → 01/2025
  Russo Financial Group Llc
  Baton Rouge, LA
• 03/2024 → Present
  Eagle Strategies Llc
  Baton Rouge, LA
• 01/2025 → Present
  Southland Wealth Strategies Llc
  Baton Rouge, LA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 13441 TIGER BEND ROAD, BATON ROUGE, LA 70817; START DATE 09/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF SOUTHLAND WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BATON ROUGE, LA; START DATE: 01/2025] [Mallard Crossing Home Owners Assc.; Make decisions on behalf of the residents of the neighborhood.; 20321 Puligny Ave Baton Rouge LA 70817; Start Date 06/2018; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; approve any upgrades to a home residents would like to do]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-26
• S63 Uniform Securities Agent State Law Examination
  2022-02-11