Nicholas J Russo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 07/2022 → Present
  Allied Wealth Partners
  Parsippany, NJ
• 07/2022 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 07/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2018 → 04/2020
  Bgr
  South Orange, NJ
• 04/2020 → 07/2022
  Full Time Student
  South Orange, NJ
• 10/2017 → 08/2018
  Green Life Market
  Butler, NJ
• 07/2012 → 10/2017
  Student
  Butler, NJ
• 05/2021 → 07/2022
  J Wolves Agency
  South Orange, NJ
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Paramus, NJ
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-01 → 2023-08-10
  Securian Financial Services, Inc.
  Parsippany, NJ
  St. Paul, MN
  Paramus, NJ

Other Businesses

AWP FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 14 Walsh Drive, #100, Parsippany NJ 07054, United States DESCRIPTION: Fixed insurance sales through outside carriers approved by AWP IRON PHI POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 2 South Campus Ave, Oxford OH 45056, United States DESCRIPTION: I simply am an Iron Phi which means I raised over $1000 through my Fraternity for ALS research. One every other month I may attend a zoom call or seminar talking about ALS research. This is something I am not super involved in, however I do care very much about ALS research. MEDICARE POSITION: Agent/Broker NATURE: Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: 80 Route 4 East, Paramus NJ 07652, United States DESCRIPTION: I am getting certified to issue medicare plans as a way to be an asset to more of my client's parents. NAME OF OTHER BUSINESS: TRI-BORO CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 100, BLOOMINGDALE, NJ 07403; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: VICE-PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: IF THE PRESIDENT DOES NOT SHOW UP, RUN THE MEETINGS;

Exams

• S66 Uniform Combined State Law Examination
  2022-12-19

Other Names

• Nicholas Jay Russo