Russell Joseph Caramagno

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-08
CT	RA	APPROVED	2026-03-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	04/2022	Present
Better Mortgage	Charlotte	NC	08/2021	04/2022
Augusta National Golf Club	Augusta	GA	11/2020	11/2020
Finns Harborside	East Greenwich	RI	06/2019	08/2019
Village Idiot Pizza	Columbia	SC	03/2020	03/2020
University Of South Carolina	Columbia	SC	08/2017	05/2021
Student	Columbia	SC	03/2020	11/2020
Unemployed	East Greenwich	RI	05/2021	07/2021
East Greenwich High School	East Greewnwich	RI	08/2013	07/2017

04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
08/2021 → 04/2022

Better Mortgage

Charlotte, NC
11/2020 → 11/2020

Augusta National Golf Club

Augusta, GA
06/2019 → 08/2019

Finns Harborside

East Greenwich, RI
03/2020 → 03/2020

Village Idiot Pizza

Columbia, SC
08/2017 → 05/2021

University Of South Carolina

Columbia, SC
03/2020 → 11/2020

Student

Columbia, SC
05/2021 → 07/2021

Unemployed

East Greenwich, RI
08/2013 → 07/2017

East Greenwich High School

East Greewnwich, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-03

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