William Ignatius Russo

Current Employers

Employment History

• 08/2008 → 10/2024
  American Portfolios
  Solon, OH
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2019 → Present
  Peak Wealth Solutions
  Pepper Pike, OH

Previous Registrations

• 2024-10-11 → 2024-12-31
  Osaic Wealth, Inc.
  Pepper Pike, OH
  Scottsdale, AZ
  Solon, OH
• 2008-08-25 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-05-09 → 2008-09-19
  Concord Equity Group Advisors, Llc
  Solon, OH
• 2003-01-16 → 2007-04-27
  The Concord Equity Group, Llc
  Solon, OH
  Iselin, NJ

Other Businesses

1.Other Business Name: Peak Wealth Solutions 2.Investment Related? Yes 3.Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 4.Nature of Other Business: Registered Investment Advisor 5.Position/Title/Relationship with Other Business: Investment Advisor Representative 6.Start Date: 04/2025 7.Hours Per Month: 160 8.Market Hours Per Month: 160 9.Duties Related to Other Business: Provide Investment Advisory Services 1.Other Business Name: Osaic Wealth, Inc. 2.Investment Related? Yes 3.Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124 4.Nature of Other Business: Broker-Dealer 5.Position/Title/Relationship with Other Business: Registered Representative 6.Start Date: 10/2024 7.Hours Per Month: 16 8.Market Hours Per Month: 16 9.Duties Related to Other Business: Provide Broker Dealer Services 1.Other Business Name: Cuyahoga County Library Foundation 2.Investment Related? No 3.Address of Other Business: 2111 Snow Road, Parma, OH 44134 4.Nature of Other Business: Not for Profit Library 5.Position/Title/Relationship with Other Business: Treasurer 6.Start Date: 09/2002 7.Hours Per Month: 2 8.Market Hours Per Month: 2 9.Duties Related to Other Business: 1.Other Business Name: Securus Financial Strategies 2.Investment Related? No 3.Address of Other Business: 32200 Arthur Rd, Solon, OH 44139 4.Nature of Other Business: Process Tax Return and Accounting Invoices 5.Position/Title/Relationship with Other Business: Owner 6.Start Date: 08/2008 7.Hours Per Month: 10 8.Market Hours Per Month: 0 9.Duties Related to Other Business: 1.Other Business Name: Greater Cleveland Adult Baseball 2.Investment Related? No 3.Address of Other Business: 32200 Arthur Rd, Solon, OH 44139 4.Nature of Other Business: Non-profit adult baseball organization 5.Position/Title/Relationship with Other Business: President 6.Start Date: 01/2010 7.Hours Per Month: 15 8.Market Hours Per Month: 1 9.Duties Related to Other Business: Organize and run league operations 1.Other Business Name: Solon Italian Club Scholarship Foundation 2.Investment Related? No 3.Address of Other Business: PO Box 39602, Solon, Ohio 44139 4.Nature of Other Business: Scholarship Foundation 5.Position/Title/Relationship with Other Business: Trustee/Board Member 6.Start Date: 10/2025 7.Hours Per Month: 2 8.Market Hours Per Month: 0 9.Duties Related to Other Business:

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-17

Designations