Susan Ann Russo

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 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

• 10/2015 → 03/2017
  Metlife Securities
  Hauppauge, NY
• 07/2016 → 09/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 09/2017
  Mml Investors Services, Llc
  Hauppauge, NY
• 09/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 09/2017 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 09/2017 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2017 → Present
  Susan Russo Financial
  Bellmore, NY
• 09/2017 → Present
  Dipaola Financial Group
  Melville, NY
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 06/2022 → Present
  Thomas Elliott & Company
  Bellport, NY
• 05/2023 → 06/2024
  Brookhaven Free Library
  Brookhaven, NY
• 06/2024 → 11/2024
  Allegiant Divorce Solutions
  Melville, NY

Other Businesses

Susan Russo Financial; same as residence; inv rel; licensed insurance agent, certified divorce financial analyst-work with people undergoing a divorce to develop a financial plan and assist with divorce planning; Owner; start date=03/2017; hrs/mo=5; trading hrs/mo=0; assist divorcing planning, data analysis, financial effects of settlements and provide support on a variety of financial issues associated with divorce * DiPaola Financial Group; same as branch; inv rel; financial services for individuals and business owners, specific to providing insurance, business and retirement planning, utilizing the appropriate products; Agent; start date=09/2017; hrs/mo=180; trading hrs/mo=80; prospecting new clients through references and referrals to sell financial services products * Thomas Elliott & Company; 1541 Montauk Hwy, Bellport, New York 11713; non-inv rel; landscape, design and architecture company; Office Assistant; start date=05/2022; hrs/mo=20; trading hrs/mo=10; use of QuickBooks, customer service and consulting with business owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-30
• S63 Uniform Securities Agent State Law Examination
  2005-12-21

Other Names

• Susan Ann Russo
• Susan Fasano
• Susan A Fasano
• Susan Ann Fasano