Ryan Phillip 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
CT	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11
OR	RA	APPROVED	2024-10-11
PA	RA	APPROVED	2024-10-11

CT RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11
OR RA
APPROVED

Since 2024-10-11
PA RA
APPROVED

Since 2024-10-11

Branch Locations

Hopewell Jct, NY • United States

411 Theodore Fremd Ave Suite 206, Rye, NY 10580 • 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
American Portfolios Financial Services, Inc.	Holbrook	NY	05/2014	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

05/2014 → 10/2024

American Portfolios Financial Services, Inc.

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2014-06-06 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY
2011-04-04 → 2014-05-28

Equitable Advisors, Llc

Poughkeepsie, NY

Other Businesses

1. FOCUS FINANCIAL GROUP MANAGEMENT & CONSULTING LLC POSITION: Co-Founder NATURE: LIFE INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2016 ADDRESS: 411 Theodore Fremd Ave Ste 206, Rye NY 10580, United States DESCRIPTION: Life Insurance Sales

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-03-01
S63	Uniform Securities Agent State Law Examination	2010-02-05

S65 Uniform Investment Adviser Law Examination

2011-03-01
S63 Uniform Securities Agent State Law Examination

2010-02-05

View on SEC IAPD