Albert Philip 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:

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

Current Employers

Employment History

• 09/1988 → Present
  Schaible, Russo & Co., Cpa'S
  Hampton, NJ
• 03/2002 → 09/2020
  Securities Service Network, Inc.
  Clinton, NJ
• 09/2020 → 02/2023
  Securities America, Inc.
  Whitehouse, NJ
• 09/2020 → 02/2023
  Securities America Advisors, Inc.
  Whitehouse, NJ
• 02/2023 → 06/2024
  Securities America Advisors, Inc.
  Whitehouse Station, NJ
• 02/2023 → 06/2024
  Securities America, Inc.
  Whitehouse Station, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Whitehouse Station, NJ

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Whitehouse, NJ
  Whitehouse Station, NJ
• 2004-02-18 → 2020-09-18
  Ssn Advisory, Inc.
  Whitehouse, NJ

Other Businesses

1. ALBERT P. RUSSO (1) POSITION: Insurance Agent NATURE: Long Term Care Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2007 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. 2. ALBERT P. RUSSO POSITION: Power of Attorney NATURE: Power of Attorney INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2016 ADDRESS: PO Box 99, Pottersville, NJ 07979 DESCRIPTION: I hold a Power of Attorney for my mother 3. ALBERT P. RUSSO POSITION: Executor NATURE: Executor-Inactive INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: PO Box 99, Pottersville, NJ 07979 DESCRIPTION: Currently named as Executor in mother's will. I am entering a random date in the future in the next box as she is alive. 4. CROSSROADS4HOPE POSITION: Finance Committee Member NATURE: Finance Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 3 Crossroads Drive, Bedminster NJ 07921 DESCRIPTION: Participation in Finance Committee Meetings. Participation in fundraising events and soliciting donations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-06
• S63 Uniform Securities Agent State Law Examination
  1990-12-07