Matthew Russo

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-01-11
TX	RA	APPROVED	2023-01-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Foresters Financial Services, Inc.	Nanuet	NY	06/2018	09/2018
Jcw Mechanical	New York	NY	06/2016	06/2018
J.P. Morgan Securities Llc	New City	NY	12/2018	01/2021
Jpmorgan Chase Bank, N.A.	New City	NY	12/2018	01/2021
Unemployed	New City	NY	10/2018	11/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated (Crd: 7691)	Melville	NY	01/2021	Present

06/2018 → 09/2018

Foresters Financial Services, Inc.

Nanuet, NY
06/2016 → 06/2018

Jcw Mechanical

New York, NY
12/2018 → 01/2021

J.P. Morgan Securities Llc

New City, NY
12/2018 → 01/2021

Jpmorgan Chase Bank, N.A.

New City, NY
10/2018 → 11/2018

Unemployed

New City, NY
01/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated (Crd: 7691)

Melville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-19
S63	Uniform Securities Agent State Law Examination	2019-02-08