Kathy Ann Russo

Current Employers

Employment History

• 04/2006 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Heathrow, FL
• 09/2021 → 11/2022
  Fidelity Investments
  Weatogue, CT
• 11/2022 → 06/2025
  Ubs Financial Services Inc.
  Weehawken, NJ
• 06/2025 → 08/2026
  Rbc Capital Markets, Llc
  Glastonbury, CT
• 08/2026 → Present
  Raymond James & Associates, Inc.
  Newington, CT

Previous Registrations

• 2025-06-24 → 2026-08-21
  Rbc Capital Markets, Llc
  Newington, CT
  Hartford, CT
• 2022-12-08 → 2025-07-17
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
• 2021-11-15 → 2022-11-28
  Fidelity Personal And Workplace Advisors
  Weatogue, CT
• 2014-05-15 → 2021-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Heathrow, FL
  Lake Mary, FL
  Orlando, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-09
• S63 Uniform Securities Agent State Law Examination
  1997-08-04

Other Names

• Catherine Cutler-Russo
• Kathy Ann Cutlerrusso
• Kathy Ann Cutler-Russo
• Kathy Ann Russo
• Kathy Russo