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James F Russo

Commonwealth Financial Network

Burlington, MA

CRD 5105226

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2006-03-02
  • MA RA
    APPROVED_RES
    Since 2006-03-02

Branch Locations

Burlington, MA • 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
OrganizationCityStateFromTo
James F. Russo, Jr., Cpa Burlington MA 09/1991 Present
Communication Tech. Services Marlboro MA 07/2000 Present
  • 09/1991 → Present
    James F. Russo, Jr., Cpa
    Burlington, MA
  • 07/2000 → Present
    Communication Tech. Services
    Marlboro, MA
Other Businesses

JAMES F. RUSSO, JR., CPA OWNER OF CPA FIRM

View on SEC IAPD

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