Thomas Anthony Russo

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2017 → 05/2019
  Sneed Middle School
  Florence, SC
• 05/2020 → 08/2020
  D.F. Owens & Co.
  Florence, SC
• 05/2021 → 08/2021
  D.F. Owens & Co.
  Florence, SC
• 06/2019 → 05/2023
  West Florence High School
  Florence, SC
• 05/2022 → 08/2022
  H&H Land Clearing
  Florence, SC
• 08/2023 → 05/2024
  Midlands Tech College
  Columbia, SC
• 04/2024 → 12/2024
  Globe Life
  Florence, SC
• 12/2024 → 06/2025
  University Of South Carolina
  Columbia, SC
• 06/2025 → 09/2025
  Lpl Enterprise Llc
  Mt. Pleasant, SC
• 10/2025 → 01/2026
  The Fiduciary Alliance
  Greeenville, SC
• 01/2026 → Present
  Lpl Enterprise Llc
  Mt. Pleasant, SC
• 01/2016 → 05/2017
  Moore Intermediate School
  Florence, SC

Previous Registrations

• 2025-10-23 → 2026-01-21
  The Fiduciary Alliance
  Hartsville, SC
  Greenville, SC
• 2025-09-29 → 2025-10-24
  Lpl Enterprise, Llc
  Mt. Pleasant, SC

Other Businesses

1. 1/14/2026 - THOMAS RUSSON/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Florence SC - OBA Start Date: 01/08/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 1/14/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Florence SC - OBA Start Date: 01/08/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 07/09/2026-Beemok Hospitality Holdings LLC (The Cooper)-Server Assistant-Outside/W-2 Employment-Not inv related-At Charleston, SC-Start date 07/13/2026-78hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-09-29

Other Names

• Thomas Anthony Russo