Brandon Gene 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
NJ	RA	APPROVED	2025-10-27
TX	RA	APPROVED	2025-04-15
NY	RA	APPROVED	2025-03-27

Branch Locations

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

Organization	City	State	From	To
Arcola Country Club	Paramus	NY	03/2016	12/2024
University Of Delaware	Newark	DE	08/2016	05/2020
Re/Max Traditions - The Chopper Russo Team	Oakland	NJ	11/2017	04/2019
Northwestern Mutual	Paramus	NJ	04/2019	08/2019
Equitable Advisors, Llc	New York	NY	08/2021	05/2022
Morgan Stanley Smith Barney Llc	Paramus	NJ	06/2022	02/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2025	Present
Bank Of America, N.A.	New York	NY	05/2025	Present

03/2016 → 12/2024

Arcola Country Club

Paramus, NY
08/2016 → 05/2020

University Of Delaware

Newark, DE
11/2017 → 04/2019

Re/Max Traditions - The Chopper Russo Team

Oakland, NJ
04/2019 → 08/2019

Northwestern Mutual

Paramus, NJ
08/2021 → 05/2022

Equitable Advisors, Llc

New York, NY
06/2022 → 02/2024

Morgan Stanley Smith Barney Llc

Paramus, NJ
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-13

Nearby Firms