Christopher Russo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-06-30

NJ RA
APPROVED

Since 2026-06-30

Branch Locations

472 Us Highway 22 West, Whitehouse Station, NJ 08889 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Osaic Wealth	Scottsdale	AZ	05/2026	Present
Duff & Phelps	New York	NY	07/2016	06/2021
Marsh Mclennan	Morristown	NJ	06/2021	11/2025
Student	Jersey City	NJ	11/2025	05/2026

05/2026 → Present

Osaic Wealth

Scottsdale, AZ
07/2016 → 06/2021

Duff & Phelps

New York, NY
06/2021 → 11/2025

Marsh Mclennan

Morristown, NJ
11/2025 → 05/2026

Student

Jersey City, NJ

Other Businesses

1. CHRISTOPHER RUSSO POSITION: Insurance agent NATURE: Long term care insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 472 Route 22 West, Whitehouse Station NJ 08889, United States DESCRIPTION: Long term care insurance sales to clients where it fits into their overall financial planning process.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-29

S66 Uniform Combined State Law Examination

2026-06-29

View on SEC IAPD