Anthony Michael 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
TX	RA	APPROVED	2018-09-17
IL	RA	APPROVED	2018-08-27

Branch Locations

540 W Madison St Ci Client Services, Chicago, IL 60661 • United States

Mount Prospect, IL • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rolling Meadows	IL	07/2018	Present
Indiana University	Bloomington	IN	08/2014	05/2018
Westpoint Financial/Massachusetts Mutual	Indianapolis	IN	05/2017	08/2017
Danny Boy Brews Works	Nashotah	WA	10/2017	05/2018

07/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rolling Meadows, IL
08/2014 → 05/2018

Indiana University

Bloomington, IN
05/2017 → 08/2017

Westpoint Financial/Massachusetts Mutual

Indianapolis, IN
10/2017 → 05/2018

Danny Boy Brews Works

Nashotah, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-25

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